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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,272 | $159,978+3.3% | $147,041+12.4% | $145,978+13.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.54% | 98.36%-84.8pp | 419.21%-405.7pp | 550.52%-537.0pp |
| Employer contribution / active EE | $5,053 | $5,288-4.5% | $4,935+2.4% | $4,662+8.4% |
| Participant deferral / active EE | $14,754 | $8,429+75.0% | $8,071+82.8% | $6,690+120.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |