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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,049 | $134,817+9.1% | $123,973+18.6% | $155,188-5.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.38% | 515.49%-497.1pp | 388.13%-369.7pp | 148.84%-130.5pp |
| Employer contribution / active EE | $6,529 | $4,425+47.5% | $4,126+58.3% | $4,248+53.7% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |