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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,307 | $160,040+28.3% | $147,096+39.6% | $145,877+40.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.86% | 98.49%-83.6pp | 419.75%-404.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $15,442 | $5,289+191.9% | $4,936+212.8% | $4,663+231.2% |
| Participant deferral / active EE | $11,127 | $8,429+32.0% | $8,071+37.9% | $6,691+66.3% |
| Admin fee / account holder | $17 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |