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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,905 | $209,847-45.2% | $189,520-39.4% | $167,518-31.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.30% | 748.45%-729.1pp | 555.25%-535.9pp | 478.71%-459.4pp |
| Employer contribution / active EE | $14,533 | $6,913+110.2% | $6,161+135.9% | $4,838+200.4% |
| Participant deferral / active EE | $11,367 | $8,934+27.2% | $8,220+38.3% | $6,342+79.2% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |