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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,981 | $166,242+4.1% | $165,071+4.8% | $145,884+18.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.92% | 100.44%-88.5pp | 70.17%-58.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $4,600 | $5,283-12.9% | $4,347+5.8% | $4,662-1.3% |
| Participant deferral / active EE | $20,333 | $6,964+192.0% | $6,035+236.9% | $6,690+204.0% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |