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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,593 | $160,070-2.8% | $147,117+5.8% | $145,897+6.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.98% | 98.69%-79.7pp | 420.54%-401.6pp | 552.29%-533.3pp |
| Employer contribution / active EE | $9,634 | $5,285+82.3% | $4,932+95.3% | $4,663+106.6% |
| Participant deferral / active EE | $12,061 | $8,419+43.3% | $8,065+49.6% | $6,689+80.3% |
| Admin fee / account holder | $180 | $15,035-98.8% | $12,993-98.6% | $13,390-98.7% |