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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,946 | $183,978+29.9% | $162,171+47.3% | $152,885+56.3% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.5%+3.3pp |
| Annual return | 20.72% | 150.78%-130.1pp | 115.60%-94.9pp | 345.39%-324.7pp |
| Employer contribution / active EE | $7,680 | $6,370+20.6% | $5,613+36.8% | $4,763+61.2% |
| Participant deferral / active EE | $12,463 | $8,033+55.2% | $7,297+70.8% | $5,851+113.0% |
| Admin fee / account holder | $300 | $13,122-97.7% | $10,843-97.2% | $11,598-97.4% |