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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,397 | $176,105-10.1% | $159,474-0.7% | $167,536-5.5% |
| Participation rate | 93.8% | 85.0%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 16.45% | 331.91%-315.5pp | 263.68%-247.2pp | 478.82%-462.4pp |
| Employer contribution / active EE | $12,725 | $5,299+140.1% | $4,831+163.4% | $4,839+163.0% |
| Participant deferral / active EE | $11,508 | $7,751+48.5% | $7,353+56.5% | $6,342+81.4% |
| Admin fee / account holder | $15 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |