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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,684 | $160,028+36.0% | $147,080+48.0% | $145,884+49.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.15% | 98.60%-88.4pp | 420.17%-410.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $22,566 | $5,286+326.9% | $4,933+357.4% | $4,662+384.0% |
| Participant deferral / active EE | $15,250 | $8,422+81.1% | $8,066+89.1% | $6,690+128.0% |
| Admin fee / account holder | $22 | $15,030-99.9% | $12,989-99.8% | $13,392-99.8% |