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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,271 | $167,030+11.5% | $135,768+37.2% | $155,188+20.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.32% | 678.39%-660.1pp | 526.10%-507.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $19,495 | $4,132+371.8% | $3,394+474.4% | $4,248+359.0% |
| Participant deferral / active EE | $7,833 | $4,528+73.0% | $3,977+97.0% | $6,531+19.9% |
| Admin fee / account holder | $8 | $8,172-99.9% | $7,048-99.9% | $14,480-99.9% |