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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,614 | $160,040-13.4% | $147,096-5.8% | $145,877-5.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 44.19% | 98.49%-54.3pp | 419.75%-375.6pp | 551.28%-507.1pp |
| Employer contribution / active EE | $7,670 | $5,289+45.0% | $4,936+55.4% | $4,663+64.5% |
| Participant deferral / active EE | $20,167 | $8,429+139.3% | $8,071+149.9% | $6,691+201.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |