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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,485 | $160,040+20.9% | $147,096+31.5% | $145,877+32.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.11% | 98.49%-83.4pp | 419.75%-404.6pp | 551.28%-536.2pp |
| Employer contribution / active EE | $11,511 | $5,289+117.6% | $4,936+133.2% | $4,663+146.9% |
| Participant deferral / active EE | $17,768 | $8,429+110.8% | $8,071+120.1% | $6,691+165.6% |
| Admin fee / account holder | $255 | $15,050-98.3% | $13,005-98.0% | $13,402-98.1% |