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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,258 | $160,070+12.0% | $147,117+21.8% | $145,897+22.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.11% | 98.69%-85.6pp | 420.54%-407.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $8,189 | $5,285+55.0% | $4,932+66.0% | $4,663+75.6% |
| Participant deferral / active EE | $9,453 | $8,419+12.3% | $8,065+17.2% | $6,689+41.3% |
| Admin fee / account holder | $139 | $15,035-99.1% | $12,993-98.9% | $13,390-99.0% |