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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,899 | $202,430-43.7% | $169,369-32.8% | $139,427-18.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 21.94% | 531.86%-509.9pp | 405.70%-383.8pp | 373.27%-351.3pp |
| Employer contribution / active EE | $16,250 | $4,690+246.5% | $4,011+305.2% | $4,752+242.0% |
| Participant deferral / active EE | $26,250 | $6,938+278.3% | $6,221+321.9% | $6,711+291.2% |
| Admin fee / account holder | $234 | $10,716-97.8% | $9,009-97.4% | $11,404-97.9% |