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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,854 | $159,934+13.1% | $147,005+23.0% | $145,959+23.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.55% | 98.24%-84.7pp | 418.76%-405.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $14,120 | $5,287+167.1% | $4,934+186.2% | $4,661+203.0% |
| Participant deferral / active EE | $11,380 | $8,427+35.0% | $8,070+41.0% | $6,689+70.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |