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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,622 | $165,351-11.9% | $149,710-2.7% | $158,931-8.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 61.46% | 348.19%-286.7pp | 276.63%-215.2pp | 302.86%-241.4pp |
| Employer contribution / active EE | $7,599 | $5,103+48.9% | $4,645+63.6% | $4,761+59.6% |
| Participant deferral / active EE | $7,827 | $7,181+9.0% | $6,842+14.4% | $5,982+30.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |