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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,487 | $160,040+34.6% | $147,096+46.5% | $145,877+47.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.64% | 98.49%-83.9pp | 419.75%-405.1pp | 551.28%-536.6pp |
| Employer contribution / active EE | $7,227 | $5,289+36.6% | $4,936+46.4% | $4,663+55.0% |
| Participant deferral / active EE | $17,549 | $8,429+108.2% | $8,071+117.4% | $6,691+162.3% |
| Admin fee / account holder | $153 | $15,050-99.0% | $13,005-98.8% | $13,402-98.9% |