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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,666 | $183,978+5.8% | $162,171+20.0% | $152,885+27.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 16.70% | 150.78%-134.1pp | 115.60%-98.9pp | 345.39%-328.7pp |
| Employer contribution / active EE | $8,688 | $6,370+36.4% | $5,613+54.8% | $4,763+82.4% |
| Participant deferral / active EE | $14,429 | $8,033+79.6% | $7,297+97.7% | $5,851+146.6% |
| Admin fee / account holder | $39 | $13,122-99.7% | $10,843-99.6% | $11,598-99.7% |