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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,241 | $159,934+38.3% | $147,005+50.5% | $145,959+51.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.08% | 98.24%-84.2pp | 418.76%-404.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $10,000 | $5,287+89.1% | $4,934+102.7% | $4,661+114.6% |
| Participant deferral / active EE | $12,250 | $8,427+45.4% | $8,070+51.8% | $6,689+83.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |