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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,310 | $138,102+5.2% | $125,381+15.9% | $134,532+8.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.64% | 750.73%-751.4pp | 572.31%-572.9pp | 418.27%-418.9pp |
| Employer contribution / active EE | $14,456 | $5,245+175.6% | $4,815+200.2% | $4,741+204.9% |
| Participant deferral / active EE | $6,750 | $7,801-13.5% | $7,448-9.4% | $6,401+5.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |