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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,495 | $166,242+15.2% | $165,071+16.0% | $145,884+31.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 35.96% | 100.44%-64.5pp | 70.17%-34.2pp | 551.85%-515.9pp |
| Employer contribution / active EE | $5,871 | $5,283+11.1% | $4,347+35.0% | $4,662+25.9% |
| Participant deferral / active EE | $2,872 | $6,964-58.8% | $6,035-52.4% | $6,690-57.1% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |