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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,795 | $217,432-7.2% | $185,851+8.6% | $167,553+20.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.53% | 148.43%-131.9pp | 122.11%-105.6pp | 478.89%-462.4pp |
| Employer contribution / active EE | $10,367 | $5,874+76.5% | $5,168+100.6% | $4,840+114.2% |
| Participant deferral / active EE | $7,278 | $6,357+14.5% | $5,569+30.7% | $6,343+14.7% |
| Admin fee / account holder | $177 | $19,820-99.1% | $16,245-98.9% | $12,316-98.6% |