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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,394 | $196,972-13.0% | $182,262-6.0% | $198,609-13.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.76% | 158.27%-137.5pp | 140.60%-119.8pp | 202.70%-181.9pp |
| Employer contribution / active EE | $12,119 | $5,364+125.9% | $5,046+140.2% | $5,055+139.7% |
| Participant deferral / active EE | $20,249 | $8,643+134.3% | $8,276+144.7% | $6,977+190.2% |
| Admin fee / account holder | $177 | $18,429-99.0% | $16,712-98.9% | $19,030-99.1% |