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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,923 | $183,988+10.8% | $162,177+25.7% | $152,897+33.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.18% | 150.79%-125.6pp | 115.60%-90.4pp | 345.43%-320.3pp |
| Employer contribution / active EE | $4,639 | $6,370-27.2% | $5,613-17.4% | $4,764-2.6% |
| Participant deferral / active EE | $10,423 | $8,032+29.8% | $7,297+42.8% | $5,851+78.1% |
| Admin fee / account holder | $37 | $13,123-99.7% | $10,843-99.7% | $11,599-99.7% |