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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,273 | $160,070+26.4% | $147,117+37.5% | $145,897+38.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 12.39% | 98.69%-86.3pp | 420.54%-408.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,371 | $8,419+58.8% | $8,065+65.8% | $6,689+99.9% |
| Admin fee / account holder | $103 | $15,035-99.3% | $12,993-99.2% | $13,390-99.2% |