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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,342 | $176,120-10.1% | $159,487-0.7% | $167,553-5.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.72% | 331.95%-315.2pp | 263.71%-247.0pp | 478.89%-462.2pp |
| Employer contribution / active EE | $14,309 | $5,299+170.0% | $4,831+196.2% | $4,840+195.7% |
| Participant deferral / active EE | $7,543 | $7,752-2.7% | $7,354+2.6% | $6,343+18.9% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |