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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,499 | $166,242+32.6% | $165,071+33.6% | $145,884+51.1% |
| Participation rate | 95.7% | 82.0%+13.6pp | 78.6%+17.0pp | 80.3%+15.3pp |
| Annual return | 15.24% | 100.44%-85.2pp | 70.17%-54.9pp | 551.85%-536.6pp |
| Employer contribution / active EE | $13,653 | $5,283+158.4% | $4,347+214.1% | $4,662+192.8% |
| Participant deferral / active EE | $7,438 | $6,964+6.8% | $6,035+23.2% | $6,690+11.2% |
| Admin fee / account holder | $17 | $16,658-99.9% | $12,695-99.9% | $13,392-99.9% |