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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,757 | $107,363+90.7% | $92,909+120.4% | $152,897+33.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.97% | 145.63%-122.7pp | 109.44%-86.5pp | 345.43%-322.5pp |
| Employer contribution / active EE | $9,740 | $4,222+130.7% | $3,653+166.6% | $4,764+104.5% |
| Participant deferral / active EE | $9,444 | $4,848+94.8% | $4,238+122.8% | $5,851+61.4% |
| Admin fee / account holder | $86 | $7,082-98.8% | $5,795-98.5% | $11,599-99.3% |