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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,374 | $160,070-6.1% | $147,117+2.2% | $145,897+3.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.12% | 98.69%-86.6pp | 420.54%-408.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $8,926 | $5,285+68.9% | $4,932+81.0% | $4,663+91.4% |
| Participant deferral / active EE | $11,259 | $8,419+33.7% | $8,065+39.6% | $6,689+68.3% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |