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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,791 | $175,257+31.7% | $149,717+54.2% | $139,456+65.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.37% | 166.70%-154.3pp | 134.41%-122.0pp | 373.45%-361.1pp |
| Employer contribution / active EE | $11,373 | $5,477+107.7% | $4,820+136.0% | $4,753+139.3% |
| Participant deferral / active EE | $8,117 | $6,521+24.5% | $5,682+42.9% | $6,711+20.9% |
| Admin fee / account holder | $112 | $16,156-99.3% | $13,213-99.2% | $11,407-99.0% |