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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,404 | $160,070+2.7% | $147,117+11.8% | $145,897+12.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.49% | 98.69%-87.2pp | 420.54%-409.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $8,674 | $5,285+64.1% | $4,932+75.9% | $4,663+86.0% |
| Participant deferral / active EE | $5,502 | $8,419-34.7% | $8,065-31.8% | $6,689-17.8% |
| Admin fee / account holder | $172 | $15,035-98.9% | $12,993-98.7% | $13,390-98.7% |