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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,630 | $209,428+11.6% | $178,498+30.9% | $158,950+47.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.56% | 188.78%-172.2pp | 151.09%-134.5pp | 302.91%-286.3pp |
| Employer contribution / active EE | $11,600 | $5,707+103.3% | $5,011+131.5% | $4,762+143.6% |
| Participant deferral / active EE | $7,714 | $5,955+29.5% | $5,202+48.3% | $5,983+28.9% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |