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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,528 | $176,105-17.4% | $159,474-8.7% | $167,536-13.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.14% | 331.91%-306.8pp | 263.68%-238.5pp | 478.82%-453.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $16,406 | $7,751+111.7% | $7,353+123.1% | $6,342+158.7% |
| Admin fee / account holder | -$9,778 | $12,559-177.9% | $10,802-190.5% | $12,315-179.4% |