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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,079 | $196,972+17.3% | $182,262+26.8% | $198,609+16.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.34% | 158.27%-142.9pp | 140.60%-125.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $4,363 | $5,364-18.6% | $5,046-13.5% | $5,055-13.7% |
| Participant deferral / active EE | $16,853 | $8,643+95.0% | $8,276+103.6% | $6,977+141.6% |
| Admin fee / account holder | $262 | $18,429-98.6% | $16,712-98.4% | $19,030-98.6% |