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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,355 | $209,422+11.0% | $178,503+30.2% | $158,982+46.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.51% | 188.81%-177.3pp | 151.12%-139.6pp | 302.99%-291.5pp |
| Employer contribution / active EE | $2,690 | $5,707-52.9% | $5,011-46.3% | $4,763-43.5% |
| Participant deferral / active EE | $4,672 | $5,955-21.5% | $5,202-10.2% | $5,983-21.9% |
| Admin fee / account holder | $48 | $17,079-99.7% | $13,987-99.7% | $11,252-99.6% |