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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,485 | $175,259+41.2% | $149,723+65.3% | $139,487+77.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.01% | 166.82%-155.8pp | 134.50%-123.5pp | 373.84%-362.8pp |
| Employer contribution / active EE | $4,579 | $5,478-16.4% | $4,821-5.0% | $4,755-3.7% |
| Participant deferral / active EE | $20,533 | $6,522+214.9% | $5,682+261.3% | $6,713+205.9% |
| Admin fee / account holder | $15 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |