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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,813 | $132,099+72.5% | $115,599+97.1% | $138,895+64.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 83.77% | 176.76%-93.0pp | 111.10%-27.3pp | 145.39%-61.6pp |
| Employer contribution / active EE | $8,494 | $3,416+148.7% | $2,955+187.4% | $4,194+102.5% |
| Participant deferral / active EE | $19,733 | $5,617+251.3% | $4,889+303.6% | $6,396+208.5% |
| Admin fee / account holder | $223 | $15,650-98.6% | $12,841-98.3% | $12,562-98.2% |