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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,102 | $176,105-18.7% | $159,474-10.3% | $167,536-14.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 35.39% | 331.91%-296.5pp | 263.68%-228.3pp | 478.82%-443.4pp |
| Employer contribution / active EE | $12,527 | $5,299+136.4% | $4,831+159.3% | $4,839+158.9% |
| Participant deferral / active EE | $17,013 | $7,751+119.5% | $7,353+131.4% | $6,342+168.2% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |