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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,512 | $160,040+11.5% | $147,096+21.4% | $145,877+22.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.41% | 98.49%-63.1pp | 419.75%-384.3pp | 551.28%-515.9pp |
| Employer contribution / active EE | $6,936 | $5,289+31.1% | $4,936+40.5% | $4,663+48.7% |
| Participant deferral / active EE | $4,115 | $8,429-51.2% | $8,071-49.0% | $6,691-38.5% |
| Admin fee / account holder | $130 | $15,050-99.1% | $13,005-99.0% | $13,402-99.0% |