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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,258 | $160,028+12.0% | $147,080+21.9% | $145,884+22.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.11% | 98.60%-85.5pp | 420.17%-407.1pp | 551.85%-538.7pp |
| Employer contribution / active EE | $8,189 | $5,286+54.9% | $4,933+66.0% | $4,662+75.7% |
| Participant deferral / active EE | $9,453 | $8,422+12.2% | $8,066+17.2% | $6,690+41.3% |
| Admin fee / account holder | $139 | $15,030-99.1% | $12,989-98.9% | $13,392-99.0% |