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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,723 | $159,934+31.1% | $147,005+42.7% | $145,959+43.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.39% | 98.24%-86.9pp | 418.76%-407.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $17,661 | $5,287+234.0% | $4,934+257.9% | $4,661+278.9% |
| Participant deferral / active EE | $11,717 | $8,427+39.0% | $8,070+45.2% | $6,689+75.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |