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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,083 | $209,422+18.5% | $178,503+39.0% | $158,982+56.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.45% | 188.81%-175.4pp | 151.12%-137.7pp | 302.99%-289.5pp |
| Employer contribution / active EE | $4,022 | $5,707-29.5% | $5,011-19.7% | $4,763-15.5% |
| Participant deferral / active EE | $4,629 | $5,955-22.3% | $5,202-11.0% | $5,983-22.6% |
| Admin fee / account holder | $205 | $17,079-98.8% | $13,987-98.5% | $11,252-98.2% |