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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,966 | $160,070+25.5% | $147,117+36.6% | $145,897+37.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.84% | 98.69%-83.8pp | 420.54%-405.7pp | 552.29%-537.4pp |
| Employer contribution / active EE | $3,159 | $5,285-40.2% | $4,932-36.0% | $4,663-32.3% |
| Participant deferral / active EE | $12,202 | $8,419+44.9% | $8,065+51.3% | $6,689+82.4% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |