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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,614 | $159,934-13.3% | $147,005-5.7% | $145,959-5.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 44.19% | 98.24%-54.1pp | 418.76%-374.6pp | 561.95%-517.8pp |
| Employer contribution / active EE | $7,670 | $5,287+45.1% | $4,934+55.4% | $4,661+64.6% |
| Participant deferral / active EE | $20,167 | $8,427+139.3% | $8,070+149.9% | $6,689+201.5% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |