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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,737 | $157,296+48.6% | $141,191+65.5% | $152,897+52.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.58% | 64.34%-41.8pp | 71.41%-48.8pp | 345.43%-322.8pp |
| Employer contribution / active EE | $12,955 | $5,262+146.2% | $4,736+173.5% | $4,764+172.0% |
| Participant deferral / active EE | $10,875 | $7,111+52.9% | $6,710+62.1% | $5,851+85.9% |
| Admin fee / account holder | $19 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |