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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,313 | $165,399-7.9% | $149,745+1.7% | $158,982-4.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.39% | 348.34%-336.9pp | 276.72%-265.3pp | 302.99%-291.6pp |
| Employer contribution / active EE | $16,025 | $5,105+213.9% | $4,646+244.9% | $4,763+236.5% |
| Participant deferral / active EE | $6,332 | $7,183-11.8% | $6,843-7.5% | $5,983+5.8% |
| Admin fee / account holder | $168 | $10,811-98.4% | $9,312-98.2% | $11,252-98.5% |