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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,003 | $160,028+6.9% | $147,080+16.3% | $145,884+17.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.25% | 98.60%-86.4pp | 420.17%-407.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $5,334 | $5,286+0.9% | $4,933+8.1% | $4,662+14.4% |
| Participant deferral / active EE | $6,000 | $8,422-28.8% | $8,066-25.6% | $6,690-10.3% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |