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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,058 | $160,040+15.6% | $147,096+25.8% | $145,877+26.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.14% | 98.49%-80.4pp | 419.75%-401.6pp | 551.28%-533.1pp |
| Employer contribution / active EE | $4,978 | $5,289-5.9% | $4,936+0.9% | $4,663+6.8% |
| Participant deferral / active EE | $11,924 | $8,429+41.5% | $8,071+47.7% | $6,691+78.2% |
| Admin fee / account holder | $32 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |