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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,919 | $176,120+17.5% | $159,487+29.7% | $167,553+23.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.33% | 331.95%-318.6pp | 263.71%-250.4pp | 478.89%-465.6pp |
| Employer contribution / active EE | $1,370 | $5,299-74.1% | $4,831-71.6% | $4,840-71.7% |
| Participant deferral / active EE | $9,436 | $7,752+21.7% | $7,354+28.3% | $6,343+48.8% |
| Admin fee / account holder | $50 | $12,561-99.6% | $10,804-99.5% | $12,316-99.6% |