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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,456 | $175,231+1.8% | $149,696+19.2% | $139,466+28.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 74.56% | 166.77%-92.2pp | 134.46%-59.9pp | 373.66%-299.1pp |
| Employer contribution / active EE | $4,403 | $5,478-19.6% | $4,821-8.7% | $4,754-7.4% |
| Participant deferral / active EE | $5,752 | $6,521-11.8% | $5,682+1.2% | $6,712-14.3% |
| Admin fee / account holder | $123 | $16,155-99.2% | $13,212-99.1% | $11,409-98.9% |