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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,346 | $160,028+20.8% | $147,080+31.5% | $145,884+32.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.62% | 98.60%-84.0pp | 420.17%-405.6pp | 551.85%-537.2pp |
| Employer contribution / active EE | $37,549 | $5,286+610.4% | $4,933+661.1% | $4,662+705.4% |
| Participant deferral / active EE | $21,710 | $8,422+157.8% | $8,066+169.1% | $6,690+224.5% |
| Admin fee / account holder | $20 | $15,030-99.9% | $12,989-99.8% | $13,392-99.9% |