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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,661 | $144,130+2.4% | $117,861+25.3% | $147,586+0.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.51% | 531.20%-513.7pp | 335.11%-317.6pp | 578.59%-561.1pp |
| Employer contribution / active EE | $4,642 | $4,897-5.2% | $3,786+22.6% | $4,876-4.8% |
| Participant deferral / active EE | $5,567 | $5,316+4.7% | $4,482+24.2% | $5,439+2.4% |
| Admin fee / account holder | $222 | $10,887-98.0% | $8,021-97.2% | $10,886-98.0% |