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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,294 | $175,231+17.2% | $149,696+37.1% | $139,466+47.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.55% | 166.77%-145.2pp | 134.46%-112.9pp | 373.66%-352.1pp |
| Employer contribution / active EE | $11,750 | $5,478+114.5% | $4,821+143.7% | $4,754+147.2% |
| Participant deferral / active EE | $9,661 | $6,521+48.1% | $5,682+70.0% | $6,712+43.9% |
| Admin fee / account holder | $157 | $16,155-99.0% | $13,212-98.8% | $11,409-98.6% |