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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,154 | $180,749-19.1% | $160,784-9.1% | $137,256+6.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.86% | 2234.46%-2213.6pp | 1803.92%-1783.1pp | 220.34%-199.5pp |
| Employer contribution / active EE | $4,258 | $4,155+2.5% | $3,733+14.1% | $4,156+2.4% |
| Participant deferral / active EE | $10,775 | $6,844+57.4% | $6,293+71.2% | $6,407+68.2% |
| Admin fee / account holder | $20 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |