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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,090 | $165,399+34.9% | $149,745+49.0% | $158,982+40.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.30% | 348.34%-331.0pp | 276.72%-259.4pp | 302.99%-285.7pp |
| Employer contribution / active EE | $11,089 | $5,105+117.2% | $4,646+138.7% | $4,763+132.8% |
| Participant deferral / active EE | $8,199 | $7,183+14.1% | $6,843+19.8% | $5,983+37.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |