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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,485 | $160,070+20.9% | $147,117+31.5% | $145,897+32.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.11% | 98.69%-83.6pp | 420.54%-405.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $11,511 | $5,285+117.8% | $4,932+133.4% | $4,663+146.9% |
| Participant deferral / active EE | $17,768 | $8,419+111.0% | $8,065+120.3% | $6,689+165.6% |
| Admin fee / account holder | $255 | $15,035-98.3% | $12,993-98.0% | $13,390-98.1% |