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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,705 | $144,130-7.2% | $117,861+13.4% | $147,586-9.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.81% | 531.20%-519.4pp | 335.11%-323.3pp | 578.59%-566.8pp |
| Employer contribution / active EE | $5,463 | $4,897+11.6% | $3,786+44.3% | $4,876+12.0% |
| Participant deferral / active EE | $12,358 | $5,316+132.5% | $4,482+175.7% | $5,439+127.2% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |