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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,541 | $217,432-23.4% | $185,849-10.4% | $167,536-0.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.56% | 148.42%-124.9pp | 122.10%-98.5pp | 478.82%-455.3pp |
| Employer contribution / active EE | $7,374 | $5,875+25.5% | $5,169+42.7% | $4,839+52.4% |
| Participant deferral / active EE | $5,134 | $6,357-19.2% | $5,569-7.8% | $6,342-19.1% |
| Admin fee / account holder | $81 | $19,818-99.6% | $16,244-99.5% | $12,315-99.3% |