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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,117 | $175,212-24.6% | $149,682-11.7% | $139,427-5.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.06% | 166.63%-148.6pp | 134.35%-116.3pp | 373.27%-355.2pp |
| Employer contribution / active EE | $12,718 | $5,475+132.3% | $4,818+163.9% | $4,752+167.7% |
| Participant deferral / active EE | $9,628 | $6,520+47.7% | $5,681+69.5% | $6,711+43.5% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |