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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,615 | $183,968+14.5% | $162,166+29.9% | $152,870+37.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.52% | 150.77%-132.2pp | 115.59%-97.1pp | 345.34%-326.8pp |
| Employer contribution / active EE | $4,536 | $6,371-28.8% | $5,614-19.2% | $4,763-4.8% |
| Participant deferral / active EE | $12,379 | $8,034+54.1% | $7,298+69.6% | $5,850+111.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,842-100.0% | $11,597-100.0% |