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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,303 | $160,028-3.6% | $147,080+4.9% | $145,884+5.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.05% | 98.60%-83.5pp | 420.17%-405.1pp | 551.85%-536.8pp |
| Employer contribution / active EE | $8,926 | $5,286+68.9% | $4,933+80.9% | $4,662+91.5% |
| Participant deferral / active EE | $20,768 | $8,422+146.6% | $8,066+157.5% | $6,690+210.5% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |