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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,548 | $175,259+15.6% | $149,723+35.3% | $139,487+45.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 35.92% | 166.82%-130.9pp | 134.50%-98.6pp | 373.84%-337.9pp |
| Employer contribution / active EE | $5,272 | $5,478-3.8% | $4,821+9.3% | $4,755+10.9% |
| Participant deferral / active EE | $5,997 | $6,522-8.0% | $5,682+5.5% | $6,713-10.7% |
| Admin fee / account holder | $60 | $16,158-99.6% | $13,215-99.5% | $11,407-99.5% |