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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,412 | $160,040+3.4% | $147,096+12.5% | $145,877+13.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.66% | 98.49%-84.8pp | 419.75%-406.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $5,506 | $5,289+4.1% | $4,936+11.6% | $4,663+18.1% |
| Participant deferral / active EE | $10,300 | $8,429+22.2% | $8,071+27.6% | $6,691+53.9% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |