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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,456 | $184,000-31.8% | $162,185-22.6% | $152,909-18.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 14.89% | 150.80%-135.9pp | 115.61%-100.7pp | 345.46%-330.6pp |
| Employer contribution / active EE | $15,064 | $6,370+136.5% | $5,613+168.4% | $4,764+216.2% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |