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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,274 | $198,457-7.7% | $170,435+7.5% | $147,586+24.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.33% | 257.30%-241.0pp | 205.94%-189.6pp | 578.59%-562.3pp |
| Employer contribution / active EE | $11,060 | $6,183+78.9% | $5,432+103.6% | $4,876+126.8% |
| Participant deferral / active EE | $5,123 | $5,629-9.0% | $4,939+3.7% | $5,439-5.8% |
| Admin fee / account holder | $269 | $16,852-98.4% | $13,881-98.1% | $10,886-97.5% |