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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,628 | $175,259+2.5% | $149,723+20.0% | $139,487+28.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.28% | 166.82%-148.5pp | 134.50%-116.2pp | 373.84%-355.6pp |
| Employer contribution / active EE | $3,324 | $5,478-39.3% | $4,821-31.1% | $4,755-30.1% |
| Participant deferral / active EE | $11,510 | $6,522+76.5% | $5,682+102.6% | $6,713+71.5% |
| Admin fee / account holder | $216 | $16,158-98.7% | $13,215-98.4% | $11,407-98.1% |