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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,140 | $175,259-38.9% | $149,723-28.4% | $139,487-23.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.07% | 166.82%-150.8pp | 134.50%-118.4pp | 373.84%-357.8pp |
| Employer contribution / active EE | $9,250 | $5,478+68.8% | $4,821+91.8% | $4,755+94.5% |
| Participant deferral / active EE | $17,012 | $6,522+160.9% | $5,682+199.4% | $6,713+153.4% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |