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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,755 | $176,120-12.1% | $159,487-3.0% | $167,553-7.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.16% | 331.95%-317.8pp | 263.71%-249.5pp | 478.89%-464.7pp |
| Employer contribution / active EE | $10,651 | $5,299+101.0% | $4,831+120.5% | $4,840+120.1% |
| Participant deferral / active EE | $11,921 | $7,752+53.8% | $7,354+62.1% | $6,343+88.0% |
| Admin fee / account holder | $19 | $12,561-99.9% | $10,804-99.8% | $12,316-99.8% |