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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,108 | $165,399+23.4% | $149,745+36.3% | $158,982+28.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.38% | 348.34%-334.0pp | 276.72%-262.3pp | 302.99%-288.6pp |
| Employer contribution / active EE | $13,142 | $5,105+157.5% | $4,646+182.9% | $4,763+175.9% |
| Participant deferral / active EE | $10,554 | $7,183+46.9% | $6,843+54.2% | $5,983+76.4% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |