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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,154 | $184,000+16.4% | $162,185+32.0% | $152,909+40.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 27.75% | 150.80%-123.0pp | 115.61%-87.9pp | 345.46%-317.7pp |
| Employer contribution / active EE | $11,212 | $6,370+76.0% | $5,613+99.7% | $4,764+135.4% |
| Participant deferral / active EE | $5,078 | $8,033-36.8% | $7,297-30.4% | $5,851-13.2% |
| Admin fee / account holder | $33 | $13,124-99.8% | $10,844-99.7% | $11,601-99.7% |