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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,591 | $209,422+14.4% | $178,503+34.2% | $158,982+50.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.85% | 188.81%-178.0pp | 151.12%-140.3pp | 302.99%-292.1pp |
| Employer contribution / active EE | $5,000 | $5,707-12.4% | $5,011-0.2% | $4,763+5.0% |
| Participant deferral / active EE | $7,905 | $5,955+32.7% | $5,202+51.9% | $5,983+32.1% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |