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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,413 | $196,972-10.4% | $182,262-3.2% | $198,609-11.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.85% | 158.27%-142.4pp | 140.60%-124.7pp | 202.70%-186.8pp |
| Employer contribution / active EE | $14,224 | $5,364+165.2% | $5,046+181.9% | $5,055+181.4% |
| Participant deferral / active EE | $14,220 | $8,643+64.5% | $8,276+71.8% | $6,977+103.8% |
| Admin fee / account holder | $267 | $18,429-98.6% | $16,712-98.4% | $19,030-98.6% |