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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,500 | $209,422-10.5% | $178,503+5.0% | $158,982+17.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.40% | 188.81%-169.4pp | 151.12%-131.7pp | 302.99%-283.6pp |
| Employer contribution / active EE | $8,673 | $5,707+52.0% | $5,011+73.1% | $4,763+82.1% |
| Participant deferral / active EE | $7,602 | $5,955+27.7% | $5,202+46.1% | $5,983+27.1% |
| Admin fee / account holder | $23 | $17,079-99.9% | $13,987-99.8% | $11,252-99.8% |