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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,300 | $159,978+13.3% | $147,041+23.3% | $145,978+24.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 17.39% | 98.36%-81.0pp | 419.21%-401.8pp | 550.52%-533.1pp |
| Employer contribution / active EE | $12,636 | $5,288+138.9% | $4,935+156.0% | $4,662+171.0% |
| Participant deferral / active EE | $7,242 | $8,429-14.1% | $8,071-10.3% | $6,690+8.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |