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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,996 | $176,105-6.3% | $159,474+3.5% | $167,536-1.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 59.76% | 331.91%-272.2pp | 263.68%-203.9pp | 478.82%-419.1pp |
| Employer contribution / active EE | $3,079 | $5,299-41.9% | $4,831-36.3% | $4,839-36.4% |
| Participant deferral / active EE | $11,411 | $7,751+47.2% | $7,353+55.2% | $6,342+79.9% |
| Admin fee / account holder | $257 | $12,559-98.0% | $10,802-97.6% | $12,315-97.9% |