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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,734 | $160,028+14.8% | $147,080+24.9% | $145,884+25.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.48% | 98.60%-86.1pp | 420.17%-407.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $8,621 | $5,286+63.1% | $4,933+74.8% | $4,662+84.9% |
| Participant deferral / active EE | $6,422 | $8,422-23.7% | $8,066-20.4% | $6,690-4.0% |
| Admin fee / account holder | $34 | $15,030-99.8% | $12,989-99.7% | $13,392-99.7% |