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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,611 | $217,432+2.8% | $185,851+20.3% | $167,553+33.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.49% | 148.43%-130.9pp | 122.11%-104.6pp | 478.89%-461.4pp |
| Employer contribution / active EE | $9,975 | $5,874+69.8% | $5,168+93.0% | $4,840+106.1% |
| Participant deferral / active EE | $11,575 | $6,357+82.1% | $5,569+107.9% | $6,343+82.5% |
| Admin fee / account holder | $86 | $19,820-99.6% | $16,245-99.5% | $12,316-99.3% |