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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,446 | $135,645+2.1% | $110,243+25.6% | $135,379+2.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 1.98% | 513.24%-511.3pp | 314.76%-312.8pp | 519.79%-517.8pp |
| Employer contribution / active EE | $6,578 | $4,907+34.1% | $3,827+71.9% | $4,779+37.6% |
| Participant deferral / active EE | $10,048 | $5,507+82.5% | $4,672+115.1% | $5,609+79.1% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |