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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,825 | $160,070-7.6% | $147,117+0.5% | $145,897+1.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.60% | 98.69%-87.1pp | 420.54%-408.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $13,158 | $5,285+149.0% | $4,932+166.8% | $4,663+182.2% |
| Participant deferral / active EE | $3,648 | $8,419-56.7% | $8,065-54.8% | $6,689-45.5% |
| Admin fee / account holder | $47 | $15,035-99.7% | $12,993-99.6% | $13,390-99.7% |