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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,954 | $160,028+42.4% | $147,080+55.0% | $145,884+56.3% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 25.40% | 98.60%-73.2pp | 420.17%-394.8pp | 551.85%-526.4pp |
| Employer contribution / active EE | $20,827 | $5,286+294.0% | $4,933+322.2% | $4,662+346.7% |
| Participant deferral / active EE | $16,453 | $8,422+95.4% | $8,066+104.0% | $6,690+146.0% |
| Admin fee / account holder | $260 | $15,030-98.3% | $12,989-98.0% | $13,392-98.1% |