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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,741 | $171,867+42.4% | $149,716+63.5% | $147,585+65.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.37% | 2113.36%-2093.0pp | 1501.67%-1481.3pp | 578.58%-558.2pp |
| Employer contribution / active EE | $3,705 | $6,275-40.9% | $5,444-31.9% | $4,876-24.0% |
| Participant deferral / active EE | $7,357 | $7,270+1.2% | $6,568+12.0% | $5,439+35.3% |
| Admin fee / account holder | $285 | $13,799-97.9% | $11,282-97.5% | $10,886-97.4% |