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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,301 | $132,634+63.8% | $115,768+87.7% | $137,256+58.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.98% | 160.70%-141.7pp | 100.46%-81.5pp | 220.34%-201.4pp |
| Employer contribution / active EE | $11,690 | $3,360+247.9% | $2,940+297.6% | $4,156+181.3% |
| Participant deferral / active EE | $6,603 | $5,619+17.5% | $4,917+34.3% | $6,407+3.1% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |