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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,300 | $160,028+13.3% | $147,080+23.3% | $145,884+24.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 17.39% | 98.60%-81.2pp | 420.17%-402.8pp | 551.85%-534.5pp |
| Employer contribution / active EE | $12,636 | $5,286+139.1% | $4,933+156.1% | $4,662+171.0% |
| Participant deferral / active EE | $7,242 | $8,422-14.0% | $8,066-10.2% | $6,690+8.3% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |