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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,750 | $160,028+24.2% | $147,080+35.1% | $145,884+36.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.11% | 98.60%-86.5pp | 420.17%-408.1pp | 551.85%-539.7pp |
| Employer contribution / active EE | $7,350 | $5,286+39.1% | $4,933+49.0% | $4,662+57.6% |
| Participant deferral / active EE | $6,519 | $8,422-22.6% | $8,066-19.2% | $6,690-2.6% |
| Admin fee / account holder | $12 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |