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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,763 | $160,070-4.6% | $147,117+3.8% | $145,897+4.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.27% | 98.69%-88.4pp | 420.54%-410.3pp | 552.29%-542.0pp |
| Employer contribution / active EE | $9,624 | $5,285+82.1% | $4,932+95.1% | $4,663+106.4% |
| Participant deferral / active EE | $8,719 | $8,419+3.6% | $8,065+8.1% | $6,689+30.3% |
| Admin fee / account holder | $16 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |