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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,003 | $160,040+6.9% | $147,096+16.3% | $145,877+17.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.25% | 98.49%-86.2pp | 419.75%-407.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $5,334 | $5,289+0.8% | $4,936+8.1% | $4,663+14.4% |
| Participant deferral / active EE | $6,000 | $8,429-28.8% | $8,071-25.7% | $6,691-10.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |