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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,638 | $160,070+41.0% | $147,117+53.4% | $145,897+54.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.83% | 98.69%-88.9pp | 420.54%-410.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $3,079 | $5,285-41.7% | $4,932-37.6% | $4,663-34.0% |
| Participant deferral / active EE | $15,172 | $8,419+80.2% | $8,065+88.1% | $6,689+126.8% |
| Admin fee / account holder | $21 | $15,035-99.9% | $12,993-99.8% | $13,390-99.8% |