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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,503 | $175,231+24.1% | $149,696+45.3% | $139,466+56.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.73% | 166.77%-150.0pp | 134.46%-117.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $3,351 | $5,478-38.8% | $4,821-30.5% | $4,754-29.5% |
| Participant deferral / active EE | $9,438 | $6,521+44.7% | $5,682+66.1% | $6,712+40.6% |
| Admin fee / account holder | $256 | $16,155-98.4% | $13,212-98.1% | $11,409-97.8% |