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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,991 | $209,425+3.6% | $178,499+21.6% | $158,966+36.5% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 17.59% | 188.80%-171.2pp | 151.10%-133.5pp | 302.95%-285.4pp |
| Employer contribution / active EE | $14,501 | $5,707+154.1% | $5,011+189.4% | $4,762+204.5% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |