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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,459 | $160,070+42.1% | $147,117+54.6% | $145,897+55.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.95% | 98.69%-83.7pp | 420.54%-405.6pp | 552.29%-537.3pp |
| Employer contribution / active EE | $3,607 | $5,285-31.7% | $4,932-26.9% | $4,663-22.6% |
| Participant deferral / active EE | $14,085 | $8,419+67.3% | $8,065+74.6% | $6,689+110.6% |
| Admin fee / account holder | $79 | $15,035-99.5% | $12,993-99.4% | $13,390-99.4% |