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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,766 | $198,457+19.8% | $170,435+39.5% | $147,586+61.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.62% | 257.30%-244.7pp | 205.94%-193.3pp | 578.59%-566.0pp |
| Employer contribution / active EE | $1,588 | $6,183-74.3% | $5,432-70.8% | $4,876-67.4% |
| Participant deferral / active EE | $6,715 | $5,629+19.3% | $4,939+36.0% | $5,439+23.5% |
| Admin fee / account holder | $37 | $16,852-99.8% | $13,881-99.7% | $10,886-99.7% |