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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,054 | $160,070+1.9% | $147,117+10.8% | $145,897+11.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.70% | 98.69%-85.0pp | 420.54%-406.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $6,329 | $5,285+19.8% | $4,932+28.3% | $4,663+35.7% |
| Participant deferral / active EE | $12,150 | $8,419+44.3% | $8,065+50.7% | $6,689+81.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |