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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,765 | $175,259+8.3% | $149,723+26.7% | $139,487+36.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.59% | 166.82%-145.2pp | 134.50%-112.9pp | 373.84%-352.3pp |
| Employer contribution / active EE | $1,781 | $5,478-67.5% | $4,821-63.1% | $4,755-62.5% |
| Participant deferral / active EE | $6,329 | $6,522-3.0% | $5,682+11.4% | $6,713-5.7% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |