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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,279 | $202,440+23.1% | $169,390+47.2% | $139,466+78.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 9.77% | 532.36%-522.6pp | 406.07%-396.3pp | 373.66%-363.9pp |
| Employer contribution / active EE | $1,549 | $4,693-67.0% | $4,013-61.4% | $4,754-67.4% |
| Participant deferral / active EE | $5,200 | $6,940-25.1% | $6,222-16.4% | $6,712-22.5% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |