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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,970 | $175,231+42.1% | $149,696+66.3% | $139,466+78.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.54% | 166.77%-154.2pp | 134.46%-121.9pp | 373.66%-361.1pp |
| Employer contribution / active EE | $1,100 | $5,478-79.9% | $4,821-77.2% | $4,754-76.9% |
| Participant deferral / active EE | $5,000 | $6,521-23.3% | $5,682-12.0% | $6,712-25.5% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |