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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,102 | $159,978+24.5% | $147,041+35.4% | $145,978+36.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.93% | 98.36%-83.4pp | 419.21%-404.3pp | 550.52%-535.6pp |
| Employer contribution / active EE | $4,800 | $5,288-9.2% | $4,935-2.7% | $4,662+3.0% |
| Participant deferral / active EE | $12,878 | $8,429+52.8% | $8,071+59.6% | $6,690+92.5% |
| Admin fee / account holder | $57 | $15,053-99.6% | $13,006-99.6% | $13,400-99.6% |