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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,144 | $160,028-3.7% | $147,080+4.8% | $145,884+5.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.68% | 98.60%-87.9pp | 420.17%-409.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $9,954 | $5,286+88.3% | $4,933+101.8% | $4,662+113.5% |
| Participant deferral / active EE | $9,794 | $8,422+16.3% | $8,066+21.4% | $6,690+46.4% |
| Admin fee / account holder | $137 | $15,030-99.1% | $12,989-98.9% | $13,392-99.0% |