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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,861 | $160,028+45.5% | $147,080+58.3% | $145,884+59.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.78% | 98.60%-82.8pp | 420.17%-404.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $10,847 | $5,286+105.2% | $4,933+119.9% | $4,662+132.6% |
| Participant deferral / active EE | $9,697 | $8,422+15.1% | $8,066+20.2% | $6,690+45.0% |
| Admin fee / account holder | $58 | $15,030-99.6% | $12,989-99.6% | $13,392-99.6% |