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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,813 | $132,634+71.8% | $115,768+96.8% | $137,256+66.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 83.77% | 160.70%-76.9pp | 100.46%-16.7pp | 220.34%-136.6pp |
| Employer contribution / active EE | $8,494 | $3,360+152.8% | $2,940+188.9% | $4,156+104.4% |
| Participant deferral / active EE | $19,733 | $5,619+251.2% | $4,917+301.3% | $6,407+208.0% |
| Admin fee / account holder | $223 | $15,028-98.5% | $12,439-98.2% | $12,270-98.2% |