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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,140 | $175,231+1.1% | $149,696+18.3% | $139,466+27.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.47% | 166.77%-151.3pp | 134.46%-119.0pp | 373.66%-358.2pp |
| Employer contribution / active EE | $10,839 | $5,478+97.9% | $4,821+124.8% | $4,754+128.0% |
| Participant deferral / active EE | $5,351 | $6,521-17.9% | $5,682-5.8% | $6,712-20.3% |
| Admin fee / account holder | $111 | $16,155-99.3% | $13,212-99.2% | $11,409-99.0% |