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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,131 | $183,516+3.1% | $155,534+21.6% | $145,884+29.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.75% | 61.43%-46.7pp | 64.92%-50.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $7,125 | $5,315+34.1% | $4,675+52.4% | $4,662+52.8% |
| Participant deferral / active EE | $4,355 | $6,467-32.7% | $5,630-22.7% | $6,690-34.9% |
| Admin fee / account holder | $29 | $19,293-99.9% | $15,900-99.8% | $13,392-99.8% |