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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,101 | $175,231-13.8% | $149,696+0.9% | $139,466+8.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.94% | 166.77%-152.8pp | 134.46%-120.5pp | 373.66%-359.7pp |
| Employer contribution / active EE | $7,478 | $5,478+36.5% | $4,821+55.1% | $4,754+57.3% |
| Participant deferral / active EE | $7,999 | $6,521+22.7% | $5,682+40.8% | $6,712+19.2% |
| Admin fee / account holder | $225 | $16,155-98.6% | $13,212-98.3% | $11,409-98.0% |