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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,675 | $202,342-18.6% | $172,753-4.7% | $152,909+7.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.78% | 1029.88%-1007.1pp | 803.00%-780.2pp | 345.46%-322.7pp |
| Employer contribution / active EE | $3,079 | $5,857-47.4% | $5,144-40.1% | $4,764-35.4% |
| Participant deferral / active EE | $4,640 | $5,948-22.0% | $5,198-10.7% | $5,851-20.7% |
| Admin fee / account holder | $207 | $17,112-98.8% | $13,956-98.5% | $11,601-98.2% |