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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,252 | $160,028+43.3% | $147,080+55.9% | $145,884+57.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.95% | 98.60%-85.7pp | 420.17%-407.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $27,426 | $5,286+418.9% | $4,933+455.9% | $4,662+488.3% |
| Participant deferral / active EE | $11,500 | $8,422+36.5% | $8,066+42.6% | $6,690+71.9% |
| Admin fee / account holder | $88 | $15,030-99.4% | $12,989-99.3% | $13,392-99.3% |