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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,544 | $160,070+6.5% | $147,117+15.9% | $145,897+16.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 10.87% | 98.69%-87.8pp | 420.54%-409.7pp | 552.29%-541.4pp |
| Employer contribution / active EE | $15,427 | $5,285+191.9% | $4,932+212.8% | $4,663+230.9% |
| Participant deferral / active EE | $11,860 | $8,419+40.9% | $8,065+47.1% | $6,689+77.3% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |