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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,524 | $175,259+34.4% | $149,723+57.3% | $139,487+68.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.49% | 166.82%-146.3pp | 134.50%-114.0pp | 373.84%-353.4pp |
| Employer contribution / active EE | $6,676 | $5,478+21.9% | $4,821+38.5% | $4,755+40.4% |
| Participant deferral / active EE | $7,816 | $6,522+19.8% | $5,682+37.5% | $6,713+16.4% |
| Admin fee / account holder | $93 | $16,158-99.4% | $13,215-99.3% | $11,407-99.2% |