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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,585 | $176,120+12.8% | $159,487+24.5% | $167,553+18.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.78% | 331.95%-309.2pp | 263.71%-240.9pp | 478.89%-456.1pp |
| Employer contribution / active EE | $2,028 | $5,299-61.7% | $4,831-58.0% | $4,840-58.1% |
| Participant deferral / active EE | $12,166 | $7,752+56.9% | $7,354+65.4% | $6,343+91.8% |
| Admin fee / account holder | $5 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |