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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,950 | $184,000+2.1% | $162,185+15.9% | $152,909+22.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 31.34% | 150.80%-119.5pp | 115.61%-84.3pp | 345.46%-314.1pp |
| Employer contribution / active EE | $8,937 | $6,370+40.3% | $5,613+59.2% | $4,764+87.6% |
| Participant deferral / active EE | $16,733 | $8,033+108.3% | $7,297+129.3% | $5,851+186.0% |
| Admin fee / account holder | $137 | $13,124-99.0% | $10,844-98.7% | $11,601-98.8% |