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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,959 | $175,231+39.2% | $149,696+63.0% | $139,466+74.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.58% | 166.77%-153.2pp | 134.46%-120.9pp | 373.66%-360.1pp |
| Employer contribution / active EE | $16,192 | $5,478+195.6% | $4,821+235.9% | $4,754+240.6% |
| Participant deferral / active EE | $14,653 | $6,521+124.7% | $5,682+157.9% | $6,712+118.3% |
| Admin fee / account holder | $179 | $16,155-98.9% | $13,212-98.6% | $11,409-98.4% |