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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,018 | $175,257+39.8% | $149,717+63.7% | $139,456+75.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.03% | 166.70%-153.7pp | 134.41%-121.4pp | 373.45%-360.4pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |