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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,164 | $184,000-12.4% | $162,185-0.6% | $152,909+5.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.61% | 150.80%-128.2pp | 115.61%-93.0pp | 345.46%-322.9pp |
| Employer contribution / active EE | $14,958 | $6,370+134.8% | $5,613+166.5% | $4,764+214.0% |
| Participant deferral / active EE | $8,692 | $8,033+8.2% | $7,297+19.1% | $5,851+48.5% |
| Admin fee / account holder | $3 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |