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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,052 | $175,257+13.6% | $149,717+33.0% | $139,456+42.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.42% | 166.70%-147.3pp | 134.41%-115.0pp | 373.45%-354.0pp |
| Employer contribution / active EE | $2,670 | $5,477-51.2% | $4,820-44.6% | $4,753-43.8% |
| Participant deferral / active EE | $19,599 | $6,521+200.6% | $5,682+244.9% | $6,711+192.0% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |