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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,734 | $160,040+14.8% | $147,096+24.9% | $145,877+26.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.48% | 98.49%-86.0pp | 419.75%-407.3pp | 551.28%-538.8pp |
| Employer contribution / active EE | $8,621 | $5,289+63.0% | $4,936+74.7% | $4,663+84.9% |
| Participant deferral / active EE | $6,422 | $8,429-23.8% | $8,071-20.4% | $6,691-4.0% |
| Admin fee / account holder | $34 | $15,050-99.8% | $13,005-99.7% | $13,402-99.7% |