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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,095 | $196,972+1.6% | $182,262+9.8% | $198,609+0.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.27% | 158.27%-138.0pp | 140.60%-120.3pp | 202.70%-182.4pp |
| Employer contribution / active EE | $15,833 | $5,364+195.2% | $5,046+213.8% | $5,055+213.2% |
| Participant deferral / active EE | $13,469 | $8,643+55.8% | $8,276+62.7% | $6,977+93.0% |
| Admin fee / account holder | $220 | $18,429-98.8% | $16,712-98.7% | $19,030-98.8% |