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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,236 | $209,425-16.3% | $178,499-1.8% | $158,966+10.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.04% | 188.80%-174.8pp | 151.10%-137.1pp | 302.95%-288.9pp |
| Employer contribution / active EE | $4,500 | $5,707-21.2% | $5,011-10.2% | $4,762-5.5% |
| Participant deferral / active EE | $13,000 | $5,955+118.3% | $5,202+149.9% | $5,983+117.3% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |