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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,600 | $109,411+96.1% | $89,435+140.0% | $158,982+35.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 25.15% | 345.68%-320.5pp | 245.55%-220.4pp | 302.99%-277.8pp |
| Employer contribution / active EE | $21,767 | $3,173+586.1% | $2,587+741.4% | $4,763+357.0% |
| Participant deferral / active EE | $11,550 | $4,600+151.1% | $3,890+196.9% | $5,983+93.0% |
| Admin fee / account holder | $20 | $6,159-99.7% | $4,884-99.6% | $11,252-99.8% |