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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,263 | $159,934+41.5% | $147,005+53.9% | $145,959+55.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.17% | 98.24%-80.1pp | 418.76%-400.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $4,488 | $5,287-15.1% | $4,934-9.0% | $4,661-3.7% |
| Participant deferral / active EE | $10,075 | $8,427+19.6% | $8,070+24.8% | $6,689+50.6% |
| Admin fee / account holder | $203 | $15,053-98.7% | $13,006-98.4% | $13,398-98.5% |