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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,972 | $160,040+10.6% | $147,096+20.3% | $145,877+21.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.06% | 98.49%-87.4pp | 419.75%-408.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $4,304 | $5,289-18.6% | $4,936-12.8% | $4,663-7.7% |
| Participant deferral / active EE | $5,875 | $8,429-30.3% | $8,071-27.2% | $6,691-12.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |