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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,329 | $176,077-1.6% | $159,455+8.7% | $167,518+3.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.49% | 331.83%-317.3pp | 263.63%-249.1pp | 478.71%-464.2pp |
| Employer contribution / active EE | $2,487 | $5,298-53.1% | $4,830-48.5% | $4,838-48.6% |
| Participant deferral / active EE | $8,236 | $7,751+6.3% | $7,353+12.0% | $6,342+29.9% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |