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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,455 | $166,268+28.4% | $165,100+29.3% | $145,897+46.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.34% | 100.52%-89.2pp | 70.21%-58.9pp | 552.29%-540.9pp |
| Employer contribution / active EE | $24,716 | $5,284+367.8% | $4,348+468.4% | $4,663+430.1% |
| Participant deferral / active EE | $21,750 | $6,964+212.3% | $6,035+260.4% | $6,689+225.1% |
| Admin fee / account holder | $20 | $16,659-99.9% | $12,696-99.8% | $13,390-99.9% |