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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,485 | $159,934-29.7% | $147,005-23.5% | $145,959-22.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.67% | 98.24%-70.6pp | 418.76%-391.1pp | 561.95%-534.3pp |
| Employer contribution / active EE | $7,922 | $5,287+49.8% | $4,934+60.6% | $4,661+70.0% |
| Participant deferral / active EE | $13,035 | $8,427+54.7% | $8,070+61.5% | $6,689+94.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |