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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,593 | $159,934-2.7% | $147,005+5.8% | $145,959+6.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.98% | 98.24%-79.3pp | 418.76%-399.8pp | 561.95%-543.0pp |
| Employer contribution / active EE | $9,634 | $5,287+82.2% | $4,934+95.2% | $4,661+106.7% |
| Participant deferral / active EE | $12,061 | $8,427+43.1% | $8,070+49.5% | $6,689+80.3% |
| Admin fee / account holder | $180 | $15,053-98.8% | $13,006-98.6% | $13,398-98.7% |