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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,311 | $175,231-15.9% | $149,696-1.6% | $139,466+5.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.34% | 166.77%-150.4pp | 134.46%-118.1pp | 373.66%-357.3pp |
| Employer contribution / active EE | $2,738 | $5,478-50.0% | $4,821-43.2% | $4,754-42.4% |
| Participant deferral / active EE | $9,480 | $6,521+45.4% | $5,682+66.8% | $6,712+41.2% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |