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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,705 | $175,231-16.3% | $149,696-2.0% | $139,466+5.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 121.30% | 166.77%-45.5pp | 134.46%-13.2pp | 373.66%-252.4pp |
| Employer contribution / active EE | $7,640 | $5,478+39.5% | $4,821+58.5% | $4,754+60.7% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |