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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,217 | $135,645+13.0% | $110,243+39.0% | $135,380+13.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 40.71% | 513.24%-472.5pp | 314.76%-274.0pp | 519.81%-479.1pp |
| Employer contribution / active EE | $2,151 | $4,907-56.2% | $3,827-43.8% | $4,779-55.0% |
| Participant deferral / active EE | $6,910 | $5,507+25.5% | $4,672+47.9% | $5,609+23.2% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |