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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,444 | $175,231+9.3% | $149,696+27.9% | $139,466+37.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.78% | 166.77%-141.0pp | 134.46%-108.7pp | 373.66%-347.9pp |
| Employer contribution / active EE | $9,512 | $5,478+73.6% | $4,821+97.3% | $4,754+100.1% |
| Participant deferral / active EE | $15,002 | $6,521+130.0% | $5,682+164.0% | $6,712+123.5% |
| Admin fee / account holder | $88 | $16,155-99.5% | $13,212-99.3% | $11,409-99.2% |