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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,581 | $175,231+6.5% | $149,696+24.6% | $139,466+33.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.93% | 166.77%-147.8pp | 134.46%-115.5pp | 373.66%-354.7pp |
| Employer contribution / active EE | $1,859 | $5,478-66.1% | $4,821-61.4% | $4,754-60.9% |
| Participant deferral / active EE | $8,036 | $6,521+23.2% | $5,682+41.4% | $6,712+19.7% |
| Admin fee / account holder | $63 | $16,155-99.6% | $13,212-99.5% | $11,409-99.5% |