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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,861 | $160,070+45.5% | $147,117+58.3% | $145,897+59.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.78% | 98.69%-82.9pp | 420.54%-404.8pp | 552.29%-536.5pp |
| Employer contribution / active EE | $10,847 | $5,285+105.3% | $4,932+119.9% | $4,663+132.6% |
| Participant deferral / active EE | $9,697 | $8,419+15.2% | $8,065+20.2% | $6,689+45.0% |
| Admin fee / account holder | $58 | $15,035-99.6% | $12,993-99.6% | $13,390-99.6% |