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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,296 | $226,135+5.4% | $182,558+30.5% | $152,909+55.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 17.90% | 192.60%-174.7pp | 148.59%-130.7pp | 345.46%-327.6pp |
| Employer contribution / active EE | $3,745 | $4,979-24.8% | $4,076-8.1% | $4,764-21.4% |
| Participant deferral / active EE | $10,617 | $6,371+66.7% | $5,526+92.1% | $5,851+81.5% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |