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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,267 | $160,070+45.1% | $147,117+57.9% | $145,897+59.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.80% | 98.69%-84.9pp | 420.54%-406.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $20,097 | $5,285+280.3% | $4,932+307.4% | $4,663+331.0% |
| Participant deferral / active EE | $15,250 | $8,419+81.1% | $8,065+89.1% | $6,689+128.0% |
| Admin fee / account holder | $20 | $15,035-99.9% | $12,993-99.8% | $13,390-99.9% |