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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,427 | $160,040+52.7% | $147,096+66.2% | $145,877+67.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 14.57% | 98.49%-83.9pp | 419.75%-405.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $11,111 | $5,289+110.1% | $4,936+125.1% | $4,663+138.3% |
| Participant deferral / active EE | $6,779 | $8,429-19.6% | $8,071-16.0% | $6,691+1.3% |
| Admin fee / account holder | $36 | $15,050-99.8% | $13,005-99.7% | $13,402-99.7% |