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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,561 | $157,304+47.8% | $141,197+64.7% | $152,909+52.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.74% | 64.34%-37.6pp | 71.41%-44.7pp | 345.46%-318.7pp |
| Employer contribution / active EE | $23,239 | $5,263+341.6% | $4,736+390.7% | $4,764+387.8% |
| Participant deferral / active EE | $11,742 | $7,111+65.1% | $6,710+75.0% | $5,851+100.7% |
| Admin fee / account holder | $36 | $12,126-99.7% | $10,265-99.6% | $11,601-99.7% |