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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,040 | $144,130-1.5% | $117,860+20.5% | $147,585-3.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.11% | 531.20%-517.1pp | 335.10%-321.0pp | 578.58%-564.5pp |
| Employer contribution / active EE | $6,429 | $4,897+31.3% | $3,786+69.8% | $4,876+31.8% |
| Participant deferral / active EE | $4,042 | $5,316-24.0% | $4,482-9.8% | $5,439-25.7% |
| Admin fee / account holder | $52 | $10,887-99.5% | $8,021-99.4% | $10,886-99.5% |