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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,749 | $175,257+19.1% | $149,717+39.4% | $139,456+49.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.26% | 166.70%-151.4pp | 134.41%-119.1pp | 373.45%-358.2pp |
| Employer contribution / active EE | $7,608 | $5,477+38.9% | $4,820+57.8% | $4,753+60.1% |
| Participant deferral / active EE | $4,254 | $6,521-34.8% | $5,682-25.1% | $6,711-36.6% |
| Admin fee / account holder | $29 | $16,156-99.8% | $13,213-99.8% | $11,407-99.7% |