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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,463 | $160,070+7.1% | $147,117+16.5% | $145,897+17.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.85% | 98.69%-86.8pp | 420.54%-408.7pp | 552.29%-540.4pp |
| Employer contribution / active EE | $14,806 | $5,285+180.2% | $4,932+200.2% | $4,663+217.6% |
| Participant deferral / active EE | $10,938 | $8,419+29.9% | $8,065+35.6% | $6,689+63.5% |
| Admin fee / account holder | $252 | $15,035-98.3% | $12,993-98.1% | $13,390-98.1% |