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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,386 | $160,040+27.1% | $147,096+38.3% | $145,877+39.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.04% | 98.49%-82.5pp | 419.75%-403.7pp | 551.28%-535.2pp |
| Employer contribution / active EE | $13,310 | $5,289+151.6% | $4,936+169.7% | $4,663+185.4% |
| Participant deferral / active EE | $23,000 | $8,429+172.9% | $8,071+185.0% | $6,691+243.8% |
| Admin fee / account holder | $45 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |