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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,552 | $160,040+12.8% | $147,096+22.7% | $145,877+23.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.16% | 98.49%-86.3pp | 419.75%-407.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,362 | $5,289-74.3% | $4,936-72.4% | $4,663-70.8% |
| Participant deferral / active EE | $20,274 | $8,429+140.5% | $8,071+151.2% | $6,691+203.0% |
| Admin fee / account holder | $20 | $15,050-99.9% | $13,005-99.8% | $13,402-99.9% |