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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,046 | $157,304+1.7% | $141,197+13.3% | $152,909+4.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 99.10% | 64.34%+34.8pp | 71.41%+27.7pp | 345.46%-246.4pp |
| Employer contribution / active EE | $3,987 | $5,263-24.2% | $4,736-15.8% | $4,764-16.3% |
| Participant deferral / active EE | $5,452 | $7,111-23.3% | $6,710-18.7% | $5,851-6.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |