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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,941 | $176,120-17.1% | $159,487-8.5% | $167,553-12.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.33% | 331.95%-307.6pp | 263.71%-239.4pp | 478.89%-454.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $12 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |