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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,684 | $159,934+36.1% | $147,005+48.1% | $145,959+49.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.15% | 98.24%-88.1pp | 418.76%-408.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $22,566 | $5,287+326.8% | $4,934+357.3% | $4,661+384.2% |
| Participant deferral / active EE | $15,250 | $8,427+81.0% | $8,070+89.0% | $6,689+128.0% |
| Admin fee / account holder | $22 | $15,053-99.9% | $13,006-99.8% | $13,398-99.8% |