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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,780 | $157,304+48.6% | $141,197+65.6% | $152,909+52.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.56% | 64.34%-35.8pp | 71.41%-42.8pp | 345.46%-316.9pp |
| Employer contribution / active EE | $18,502 | $5,263+251.6% | $4,736+290.7% | $4,764+288.4% |
| Participant deferral / active EE | $11,071 | $7,111+55.7% | $6,710+65.0% | $5,851+89.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |