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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,566 | $175,231+17.3% | $149,696+37.3% | $139,466+47.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.28% | 166.77%-150.5pp | 134.46%-118.2pp | 373.66%-357.4pp |
| Employer contribution / active EE | $22,957 | $5,478+319.1% | $4,821+376.2% | $4,754+382.9% |
| Participant deferral / active EE | $13,687 | $6,521+109.9% | $5,682+140.9% | $6,712+103.9% |
| Admin fee / account holder | $83 | $16,155-99.5% | $13,212-99.4% | $11,409-99.3% |