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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,886 | $72,071+210.6% | $68,368+227.5% | $137,256+63.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.46% | 353.14%-333.7pp | 292.57%-273.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $12,322 | $2,788+342.0% | $2,649+365.2% | $4,156+196.5% |
| Participant deferral / active EE | $22,505 | $4,410+410.3% | $4,123+445.9% | $6,407+251.3% |
| Admin fee / account holder | $229 | $5,336-95.7% | $5,150-95.6% | $12,270-98.1% |