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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,444 | $176,120+28.6% | $159,487+42.0% | $167,553+35.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.86% | 331.95%-319.1pp | 263.71%-250.8pp | 478.89%-466.0pp |
| Employer contribution / active EE | $3,296 | $5,299-37.8% | $4,831-31.8% | $4,840-31.9% |
| Participant deferral / active EE | $13,141 | $7,752+69.5% | $7,354+78.7% | $6,343+107.2% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |