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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,666 | $175,259+20.8% | $149,723+41.4% | $139,487+51.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.62% | 166.82%-150.2pp | 134.50%-117.9pp | 373.84%-357.2pp |
| Employer contribution / active EE | $4,710 | $5,478-14.0% | $4,821-2.3% | $4,755-0.9% |
| Participant deferral / active EE | $5,833 | $6,522-10.6% | $5,682+2.7% | $6,713-13.1% |
| Admin fee / account holder | $139 | $16,158-99.1% | $13,215-98.9% | $11,407-98.8% |