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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,348 | $166,131+36.8% | $164,975+37.8% | $145,877+55.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.35% | 100.37%-90.0pp | 70.12%-59.8pp | 551.28%-540.9pp |
| Employer contribution / active EE | $9,532 | $5,276+80.7% | $4,343+119.5% | $4,663+104.4% |
| Participant deferral / active EE | $15,958 | $6,962+129.2% | $6,033+164.5% | $6,691+138.5% |
| Admin fee / account holder | $286 | $16,648-98.3% | $12,688-97.7% | $13,402-97.9% |