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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,796 | $202,430+13.0% | $169,369+35.1% | $139,427+64.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 21.30% | 531.86%-510.6pp | 405.70%-384.4pp | 373.27%-352.0pp |
| Employer contribution / active EE | $21,367 | $4,690+355.6% | $4,011+432.7% | $4,752+349.7% |
| Participant deferral / active EE | $9,197 | $6,938+32.6% | $6,221+47.8% | $6,711+37.1% |
| Admin fee / account holder | $20 | $10,716-99.8% | $9,009-99.8% | $11,404-99.8% |