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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,205 | $176,688-17.8% | $130,660+11.1% | $152,897-5.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 21.85% | 2693.08%-2671.2pp | 1709.29%-1687.4pp | 345.43%-323.6pp |
| Employer contribution / active EE | $5,101 | $5,743-11.2% | $4,092+24.7% | $4,764+7.1% |
| Participant deferral / active EE | $7,383 | $4,362+69.3% | $3,603+104.9% | $5,851+26.2% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |