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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,615 | $184,000+14.5% | $162,185+29.9% | $152,909+37.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.52% | 150.80%-132.3pp | 115.61%-97.1pp | 345.46%-326.9pp |
| Employer contribution / active EE | $4,536 | $6,370-28.8% | $5,613-19.2% | $4,764-4.8% |
| Participant deferral / active EE | $12,379 | $8,033+54.1% | $7,297+69.6% | $5,851+111.6% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |