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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,342 | $176,071-10.1% | $159,450-0.7% | $167,497-5.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.72% | 331.79%-315.1pp | 263.60%-246.9pp | 478.62%-461.9pp |
| Employer contribution / active EE | $14,309 | $5,298+170.1% | $4,830+196.3% | $4,838+195.8% |
| Participant deferral / active EE | $7,543 | $7,750-2.7% | $7,352+2.6% | $6,341+19.0% |
| Admin fee / account holder | $0 | $12,555-100.0% | $10,800-100.0% | $12,310-100.0% |