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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,965 | $210,698-17.4% | $178,014-2.3% | $145,959+19.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.31% | 386.27%-373.0pp | 294.80%-281.5pp | 561.95%-548.6pp |
| Employer contribution / active EE | $8,231 | $4,567+80.2% | $3,950+108.4% | $4,661+76.6% |
| Participant deferral / active EE | $8,102 | $6,958+16.4% | $6,276+29.1% | $6,689+21.1% |
| Admin fee / account holder | $79 | $12,016-99.3% | $10,362-99.2% | $13,398-99.4% |