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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,513 | $160,028+18.4% | $147,080+28.8% | $145,884+29.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.45% | 98.60%-77.1pp | 420.17%-398.7pp | 551.85%-530.4pp |
| Employer contribution / active EE | $25,000 | $5,286+373.0% | $4,933+406.8% | $4,662+436.2% |
| Participant deferral / active EE | $21,438 | $8,422+154.5% | $8,066+165.8% | $6,690+220.5% |
| Admin fee / account holder | $50 | $15,030-99.7% | $12,989-99.6% | $13,392-99.6% |