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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,723 | $160,028+31.1% | $147,080+42.6% | $145,884+43.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.39% | 98.60%-87.2pp | 420.17%-408.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $17,661 | $5,286+234.1% | $4,933+258.0% | $4,662+278.8% |
| Participant deferral / active EE | $11,717 | $8,422+39.1% | $8,066+45.3% | $6,690+75.1% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |