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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,886 | $70,366+218.2% | $66,674+235.8% | $138,895+61.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 19.46% | 386.41%-366.9pp | 321.24%-301.8pp | 145.39%-125.9pp |
| Employer contribution / active EE | $12,322 | $2,765+345.6% | $2,620+370.3% | $4,194+193.8% |
| Participant deferral / active EE | $22,505 | $4,374+414.5% | $4,084+451.1% | $6,396+251.9% |
| Admin fee / account holder | $229 | $5,262-95.6% | $5,098-95.5% | $12,562-98.2% |