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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,033 | $160,040+16.9% | $147,096+27.2% | $145,877+28.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.45% | 98.49%-84.0pp | 419.75%-405.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $3,413 | $5,289-35.5% | $4,936-30.8% | $4,663-26.8% |
| Participant deferral / active EE | $11,051 | $8,429+31.1% | $8,071+36.9% | $6,691+65.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |