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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,642 | $150,346+24.8% | $120,524+55.7% | $145,877+28.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.24% | 154.40%-141.2pp | 107.36%-94.1pp | 551.28%-538.0pp |
| Employer contribution / active EE | $20,964 | $4,353+381.6% | $3,469+504.3% | $4,663+349.6% |
| Participant deferral / active EE | $20,491 | $6,172+232.0% | $4,994+310.4% | $6,691+206.3% |
| Admin fee / account holder | $85 | $12,215-99.3% | $9,440-99.1% | $13,402-99.4% |