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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,499 | $166,131+32.7% | $164,975+33.7% | $145,877+51.2% |
| Participation rate | 95.7% | 82.0%+13.6pp | 78.6%+17.0pp | 80.3%+15.3pp |
| Annual return | 15.24% | 100.37%-85.1pp | 70.12%-54.9pp | 551.28%-536.0pp |
| Employer contribution / active EE | $13,653 | $5,276+158.8% | $4,343+214.4% | $4,663+192.8% |
| Participant deferral / active EE | $7,438 | $6,962+6.8% | $6,033+23.3% | $6,691+11.2% |
| Admin fee / account holder | $17 | $16,648-99.9% | $12,688-99.9% | $13,402-99.9% |