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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,961 | $175,257+30.1% | $149,717+52.3% | $139,456+63.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.08% | 166.70%-142.6pp | 134.41%-110.3pp | 373.45%-349.4pp |
| Employer contribution / active EE | $3,876 | $5,477-29.2% | $4,820-19.6% | $4,753-18.4% |
| Participant deferral / active EE | $5,994 | $6,521-8.1% | $5,682+5.5% | $6,711-10.7% |
| Admin fee / account holder | $196 | $16,156-98.8% | $13,213-98.5% | $11,407-98.3% |