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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,141 | $165,399+47.0% | $149,745+62.4% | $158,982+52.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.08% | 348.34%-327.3pp | 276.72%-255.6pp | 302.99%-281.9pp |
| Employer contribution / active EE | $17,536 | $5,105+243.5% | $4,646+277.5% | $4,763+268.2% |
| Participant deferral / active EE | $18,573 | $7,183+158.6% | $6,843+171.4% | $5,983+210.4% |
| Admin fee / account holder | $187 | $10,811-98.3% | $9,312-98.0% | $11,252-98.3% |