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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,193 | $134,817-9.4% | $123,973-1.4% | $155,188-21.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.78% | 515.49%-496.7pp | 388.13%-369.3pp | 148.84%-130.1pp |
| Employer contribution / active EE | $15,101 | $4,425+241.3% | $4,126+266.0% | $4,248+255.5% |
| Participant deferral / active EE | $8,680 | $5,706+52.1% | $5,247+65.4% | $6,531+32.9% |
| Admin fee / account holder | $216 | $13,245-98.4% | $11,799-98.2% | $14,480-98.5% |