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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,541 | $160,070-9.7% | $147,117-1.8% | $145,897-0.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 280.18% | 98.69%+181.5pp | 420.54%-140.4pp | 552.29%-272.1pp |
| Employer contribution / active EE | $5,653 | $5,285+7.0% | $4,932+14.6% | $4,663+21.2% |
| Participant deferral / active EE | $14,037 | $8,419+66.7% | $8,065+74.1% | $6,689+109.8% |
| Admin fee / account holder | $27 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |