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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,188 | $184,000+21.8% | $162,185+38.2% | $152,909+46.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.79% | 150.80%-135.0pp | 115.61%-99.8pp | 345.46%-329.7pp |
| Employer contribution / active EE | $3,345 | $6,370-47.5% | $5,613-40.4% | $4,764-29.8% |
| Participant deferral / active EE | $6,568 | $8,033-18.2% | $7,297-10.0% | $5,851+12.2% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |