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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,272 | $175,259+16.0% | $149,723+35.8% | $139,487+45.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.48% | 166.82%-151.3pp | 134.50%-119.0pp | 373.84%-358.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $10,587 | $6,522+62.3% | $5,682+86.3% | $6,713+57.7% |
| Admin fee / account holder | $60 | $16,158-99.6% | $13,215-99.5% | $11,407-99.5% |