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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,537 | $198,457+19.7% | $170,435+39.4% | $147,586+60.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.94% | 257.30%-245.4pp | 205.94%-194.0pp | 578.59%-566.7pp |
| Employer contribution / active EE | $4,747 | $6,183-23.2% | $5,432-12.6% | $4,876-2.6% |
| Participant deferral / active EE | $6,230 | $5,629+10.7% | $4,939+26.1% | $5,439+14.6% |
| Admin fee / account holder | $31 | $16,852-99.8% | $13,881-99.8% | $10,886-99.7% |