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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,016 | $176,105+17.0% | $159,474+29.2% | $167,536+23.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.16% | 331.91%-316.7pp | 263.68%-248.5pp | 478.82%-463.7pp |
| Employer contribution / active EE | $20,333 | $5,299+283.7% | $4,831+320.9% | $4,839+320.2% |
| Participant deferral / active EE | $11,312 | $7,751+45.9% | $7,353+53.8% | $6,342+78.4% |
| Admin fee / account holder | $13 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |