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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,614 | $160,070-13.4% | $147,117-5.8% | $145,897-5.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 44.19% | 98.69%-54.5pp | 420.54%-376.3pp | 552.29%-508.1pp |
| Employer contribution / active EE | $7,670 | $5,285+45.1% | $4,932+55.5% | $4,663+64.5% |
| Participant deferral / active EE | $20,167 | $8,419+139.5% | $8,065+150.1% | $6,689+201.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |