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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,867 | $160,070+6.1% | $147,117+15.5% | $145,897+16.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.86% | 98.69%-85.8pp | 420.54%-407.7pp | 552.29%-539.4pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,175 | $8,419+68.4% | $8,065+75.8% | $6,689+111.9% |
| Admin fee / account holder | $156 | $15,035-99.0% | $12,993-98.8% | $13,390-98.8% |