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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,055 | $160,070+11.9% | $147,117+21.7% | $145,897+22.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.48% | 98.69%-88.2pp | 420.54%-410.1pp | 552.29%-541.8pp |
| Employer contribution / active EE | $5,587 | $5,285+5.7% | $4,932+13.3% | $4,663+19.8% |
| Participant deferral / active EE | $9,659 | $8,419+14.7% | $8,065+19.8% | $6,689+44.4% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |