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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,777 | $159,934+41.8% | $147,005+54.3% | $145,959+55.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.08% | 98.24%-85.2pp | 418.76%-405.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $19,458 | $5,287+268.0% | $4,934+294.4% | $4,661+317.5% |
| Participant deferral / active EE | $19,033 | $8,427+125.9% | $8,070+135.9% | $6,689+184.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |