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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,220 | $160,070+38.8% | $147,117+51.1% | $145,897+52.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.29% | 98.69%-86.4pp | 420.54%-408.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $7,344 | $5,285+39.0% | $4,932+48.9% | $4,663+57.5% |
| Participant deferral / active EE | $22,067 | $8,419+162.1% | $8,065+173.6% | $6,689+229.9% |
| Admin fee / account holder | $14 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |