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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,560 | $168,635+7.7% | $147,617+23.0% | $125,389+44.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.49% | 77.65%-78.1pp | 61.98%-62.5pp | 282.24%-282.7pp |
| Employer contribution / active EE | $12,345 | $6,252+97.5% | $5,564+121.9% | $4,866+153.7% |
| Participant deferral / active EE | $5,297 | $5,507-3.8% | $4,895+8.2% | $5,352-1.0% |
| Admin fee / account holder | $60 | $13,580-99.6% | $11,612-99.5% | $9,541-99.4% |