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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,263 | $160,070+41.4% | $147,117+53.8% | $145,897+55.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.17% | 98.69%-80.5pp | 420.54%-402.4pp | 552.29%-534.1pp |
| Employer contribution / active EE | $4,488 | $5,285-15.1% | $4,932-9.0% | $4,663-3.8% |
| Participant deferral / active EE | $10,075 | $8,419+19.7% | $8,065+24.9% | $6,689+50.6% |
| Admin fee / account holder | $203 | $15,035-98.7% | $12,993-98.4% | $13,390-98.5% |