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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,174 | $160,028+18.8% | $147,080+29.3% | $145,884+30.4% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 15.41% | 98.60%-83.2pp | 420.17%-404.8pp | 551.85%-536.4pp |
| Employer contribution / active EE | $5,655 | $5,286+7.0% | $4,933+14.6% | $4,662+21.3% |
| Participant deferral / active EE | $6,448 | $8,422-23.4% | $8,066-20.1% | $6,690-3.6% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |