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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,144 | $175,231-18.3% | $149,696-4.4% | $139,466+2.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.91% | 166.77%-143.9pp | 134.46%-111.5pp | 373.66%-350.7pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $100 | $16,155-99.4% | $13,212-99.2% | $11,409-99.1% |