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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,821 | $160,040+56.1% | $147,096+69.8% | $145,877+71.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.54% | 98.49%-87.0pp | 419.75%-408.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $12,601 | $5,289+138.2% | $4,936+155.3% | $4,663+170.2% |
| Participant deferral / active EE | $27,523 | $8,429+226.5% | $8,071+241.0% | $6,691+311.4% |
| Admin fee / account holder | $156 | $15,050-99.0% | $13,005-98.8% | $13,402-98.8% |