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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,430 | $144,130+55.0% | $117,861+89.6% | $147,586+51.4% |
| Participation rate | 95.7% | 83.4%+12.2pp | 79.7%+16.0pp | 82.8%+12.8pp |
| Annual return | 15.45% | 531.20%-515.7pp | 335.11%-319.7pp | 578.59%-563.1pp |
| Employer contribution / active EE | $6,693 | $4,897+36.7% | $3,786+76.8% | $4,876+37.3% |
| Participant deferral / active EE | $5,034 | $5,316-5.3% | $4,482+12.3% | $5,439-7.4% |
| Admin fee / account holder | $209 | $10,887-98.1% | $8,021-97.4% | $10,886-98.1% |