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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,522 | $157,276+52.9% | $141,177+70.4% | $152,885+57.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.97% | 64.33%-45.4pp | 71.40%-52.4pp | 345.39%-326.4pp |
| Employer contribution / active EE | $20,736 | $5,262+294.1% | $4,736+337.9% | $4,763+335.3% |
| Participant deferral / active EE | $12,074 | $7,110+69.8% | $6,710+79.9% | $5,851+106.4% |
| Admin fee / account holder | $20 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |