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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,496 | $217,427-6.4% | $185,837+9.5% | $167,518+21.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.72% | 148.39%-127.7pp | 122.08%-101.4pp | 478.71%-458.0pp |
| Employer contribution / active EE | $8,660 | $5,874+47.4% | $5,168+67.6% | $4,838+79.0% |
| Participant deferral / active EE | $6,660 | $6,357+4.8% | $5,568+19.6% | $6,342+5.0% |
| Admin fee / account holder | $5 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |