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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,947 | $183,988-1.7% | $162,177+11.6% | $152,897+18.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.06% | 150.79%-126.7pp | 115.60%-91.5pp | 345.43%-321.4pp |
| Employer contribution / active EE | $1,462 | $6,370-77.0% | $5,613-73.9% | $4,764-69.3% |
| Participant deferral / active EE | $7,979 | $8,032-0.7% | $7,297+9.3% | $5,851+36.4% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |