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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,326 | $138,072+16.8% | $123,549+30.6% | $135,382+19.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 11.24% | 153.69%-142.5pp | 119.20%-108.0pp | 519.77%-508.5pp |
| Employer contribution / active EE | $6,697 | $5,152+30.0% | $4,628+44.7% | $4,779+40.1% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |