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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,366 | $175,259+12.6% | $149,723+31.8% | $139,487+41.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.02% | 166.82%-153.8pp | 134.50%-121.5pp | 373.84%-360.8pp |
| Employer contribution / active EE | $15,973 | $5,478+191.6% | $4,821+231.3% | $4,755+235.9% |
| Participant deferral / active EE | $11,155 | $6,522+71.0% | $5,682+96.3% | $6,713+66.2% |
| Admin fee / account holder | $290 | $16,158-98.2% | $13,215-97.8% | $11,407-97.5% |