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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,756 | $175,259+19.7% | $149,723+40.1% | $139,487+50.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.29% | 166.82%-143.5pp | 134.50%-111.2pp | 373.84%-350.5pp |
| Employer contribution / active EE | $2,231 | $5,478-59.3% | $4,821-53.7% | $4,755-53.1% |
| Participant deferral / active EE | $7,879 | $6,522+20.8% | $5,682+38.6% | $6,713+17.4% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |