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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,164 | $175,231+0.5% | $149,696+17.7% | $139,466+26.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.18% | 166.77%-155.6pp | 134.46%-123.3pp | 373.66%-362.5pp |
| Employer contribution / active EE | $1,431 | $5,478-73.9% | $4,821-70.3% | $4,754-69.9% |
| Participant deferral / active EE | $20,000 | $6,521+206.7% | $5,682+252.0% | $6,712+198.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |