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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,518 | $176,130+32.0% | $159,495+45.8% | $167,560+38.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 36.15% | 331.97%-295.8pp | 263.72%-227.6pp | 478.94%-442.8pp |
| Employer contribution / active EE | $0 | $5,300-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $12,562-100.0% | $10,804-100.0% | $12,317-100.0% |