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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,252 | $198,457-26.8% | $170,435-14.8% | $147,586-1.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.13% | 257.30%-233.2pp | 205.94%-181.8pp | 578.59%-554.5pp |
| Employer contribution / active EE | $2,557 | $6,183-58.6% | $5,432-52.9% | $4,876-47.6% |
| Participant deferral / active EE | $7,778 | $5,629+38.2% | $4,939+57.5% | $5,439+43.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |