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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,684 | $168,635+0.6% | $147,617+14.9% | $125,389+35.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.63% | 77.65%-79.3pp | 61.98%-63.6pp | 282.24%-283.9pp |
| Employer contribution / active EE | $15,044 | $6,252+140.6% | $5,564+170.4% | $4,866+209.2% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |