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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,477 | $198,457+12.1% | $170,435+30.5% | $147,586+50.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.21% | 257.30%-242.1pp | 205.94%-190.7pp | 578.59%-563.4pp |
| Employer contribution / active EE | $8,480 | $6,183+37.1% | $5,432+56.1% | $4,876+73.9% |
| Participant deferral / active EE | $7,433 | $5,629+32.0% | $4,939+50.5% | $5,439+36.7% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |