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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,111 | $175,257+38.1% | $149,717+61.7% | $139,456+73.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.49% | 166.70%-151.2pp | 134.41%-118.9pp | 373.45%-358.0pp |
| Employer contribution / active EE | $6,380 | $5,477+16.5% | $4,820+32.4% | $4,753+34.2% |
| Participant deferral / active EE | $6,395 | $6,521-1.9% | $5,682+12.5% | $6,711-4.7% |
| Admin fee / account holder | $9 | $16,156-99.9% | $13,213-99.9% | $11,407-99.9% |