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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,289 | $176,105+39.9% | $159,474+54.4% | $167,536+47.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.74% | 331.91%-319.2pp | 263.68%-250.9pp | 478.82%-466.1pp |
| Employer contribution / active EE | $3,919 | $5,299-26.0% | $4,831-18.9% | $4,839-19.0% |
| Participant deferral / active EE | $11,107 | $7,751+43.3% | $7,353+51.0% | $6,342+75.1% |
| Admin fee / account holder | $38 | $12,559-99.7% | $10,802-99.6% | $12,315-99.7% |