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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,622 | $165,399-12.0% | $149,745-2.8% | $158,982-8.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 61.46% | 348.34%-286.9pp | 276.72%-215.3pp | 302.99%-241.5pp |
| Employer contribution / active EE | $7,599 | $5,105+48.9% | $4,646+63.6% | $4,763+59.5% |
| Participant deferral / active EE | $7,827 | $7,183+9.0% | $6,843+14.4% | $5,983+30.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |