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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,070 | $167,504+27.8% | $151,628+41.2% | $134,509+59.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 122.57% | 7.81%+114.8pp | 3.34%+119.2pp | 418.13%-295.6pp |
| Employer contribution / active EE | $18,797 | $6,828+175.3% | $6,165+204.9% | $4,741+296.5% |
| Participant deferral / active EE | $13,867 | $8,985+54.3% | $8,363+65.8% | $6,400+116.7% |
| Admin fee / account holder | $127 | $13,779-99.1% | $11,613-98.9% | $11,427-98.9% |