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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,063 | $217,427+12.7% | $185,837+31.9% | $167,518+46.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.95% | 148.39%-133.4pp | 122.08%-107.1pp | 478.71%-463.8pp |
| Employer contribution / active EE | $2,079 | $5,874-64.6% | $5,168-59.8% | $4,838-57.0% |
| Participant deferral / active EE | $10,140 | $6,357+59.5% | $5,568+82.1% | $6,342+59.9% |
| Admin fee / account holder | $93 | $19,816-99.5% | $16,241-99.4% | $12,312-99.2% |