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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,487 | $159,934+34.7% | $147,005+46.6% | $145,959+47.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.64% | 98.24%-83.6pp | 418.76%-404.1pp | 561.95%-547.3pp |
| Employer contribution / active EE | $7,227 | $5,287+36.7% | $4,934+46.5% | $4,661+55.1% |
| Participant deferral / active EE | $17,549 | $8,427+108.2% | $8,070+117.5% | $6,689+162.4% |
| Admin fee / account holder | $153 | $15,053-99.0% | $13,006-98.8% | $13,398-98.9% |