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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,711 | $175,231+13.4% | $149,696+32.7% | $139,466+42.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.98% | 166.77%-142.8pp | 134.46%-110.5pp | 373.66%-349.7pp |
| Employer contribution / active EE | $1,758 | $5,478-67.9% | $4,821-63.5% | $4,754-63.0% |
| Participant deferral / active EE | $9,197 | $6,521+41.0% | $5,682+61.9% | $6,712+37.0% |
| Admin fee / account holder | $277 | $16,155-98.3% | $13,212-97.9% | $11,409-97.6% |