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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,933 | $176,120+28.9% | $159,487+42.3% | $167,553+35.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.94% | 331.95%-320.0pp | 263.71%-251.8pp | 478.89%-466.9pp |
| Employer contribution / active EE | $2,799 | $5,299-47.2% | $4,831-42.1% | $4,840-42.2% |
| Participant deferral / active EE | $15,622 | $7,752+101.5% | $7,354+112.4% | $6,343+146.3% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |