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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,552 | $160,070+12.8% | $147,117+22.7% | $145,897+23.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.16% | 98.69%-86.5pp | 420.54%-408.4pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,362 | $5,285-74.2% | $4,932-72.4% | $4,663-70.8% |
| Participant deferral / active EE | $20,274 | $8,419+140.8% | $8,065+151.4% | $6,689+203.1% |
| Admin fee / account holder | $20 | $15,035-99.9% | $12,993-99.8% | $13,390-99.9% |