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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,820 | $175,259+2.6% | $149,723+20.1% | $139,487+28.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.14% | 166.82%-144.7pp | 134.50%-112.4pp | 373.84%-351.7pp |
| Employer contribution / active EE | $6,900 | $5,478+26.0% | $4,821+43.1% | $4,755+45.1% |
| Participant deferral / active EE | $30,000 | $6,522+360.0% | $5,682+427.9% | $6,713+346.9% |
| Admin fee / account holder | $40 | $16,158-99.8% | $13,215-99.7% | $11,407-99.7% |