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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,263 | $160,028+29.5% | $147,080+40.9% | $145,884+42.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.81% | 98.60%-86.8pp | 420.17%-408.4pp | 551.85%-540.0pp |
| Employer contribution / active EE | $3,050 | $5,286-42.3% | $4,933-38.2% | $4,662-34.6% |
| Participant deferral / active EE | $10,157 | $8,422+20.6% | $8,066+25.9% | $6,690+51.8% |
| Admin fee / account holder | $228 | $15,030-98.5% | $12,989-98.2% | $13,392-98.3% |