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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,459 | $160,028+42.1% | $147,080+54.6% | $145,884+55.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.95% | 98.60%-83.6pp | 420.17%-405.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $3,607 | $5,286-31.8% | $4,933-26.9% | $4,662-22.6% |
| Participant deferral / active EE | $14,085 | $8,422+67.2% | $8,066+74.6% | $6,690+110.5% |
| Admin fee / account holder | $79 | $15,030-99.5% | $12,989-99.4% | $13,392-99.4% |