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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,865 | $184,000+8.1% | $162,185+22.6% | $152,909+30.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.52% | 150.80%-128.3pp | 115.61%-93.1pp | 345.46%-322.9pp |
| Employer contribution / active EE | $7,355 | $6,370+15.5% | $5,613+31.0% | $4,764+54.4% |
| Participant deferral / active EE | $11,296 | $8,033+40.6% | $7,297+54.8% | $5,851+93.1% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |