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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,396 | $160,070+20.2% | $147,117+30.8% | $145,897+31.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.13% | 98.69%-81.6pp | 420.54%-403.4pp | 552.29%-535.2pp |
| Employer contribution / active EE | $13,790 | $5,285+160.9% | $4,932+179.6% | $4,663+195.7% |
| Participant deferral / active EE | $28,088 | $8,419+233.6% | $8,065+248.3% | $6,689+319.9% |
| Admin fee / account holder | $91 | $15,035-99.4% | $12,993-99.3% | $13,390-99.3% |