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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,929 | $196,972-34.5% | $182,262-29.3% | $198,609-35.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 33.40% | 158.27%-124.9pp | 140.60%-107.2pp | 202.70%-169.3pp |
| Employer contribution / active EE | $12,390 | $5,364+131.0% | $5,046+145.6% | $5,055+145.1% |
| Participant deferral / active EE | $11,070 | $8,643+28.1% | $8,276+33.8% | $6,977+58.7% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |