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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,348 | $171,492-11.7% | $150,734+0.4% | $198,609-23.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 18.74% | 804.70%-786.0pp | 600.81%-582.1pp | 202.70%-184.0pp |
| Employer contribution / active EE | $13,342 | $5,470+143.9% | $4,918+171.3% | $5,055+163.9% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $20 | $17,628-99.9% | $14,905-99.9% | $19,030-99.9% |