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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,255 | $183,978-10.2% | $162,171+1.9% | $152,885+8.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.58% | 150.78%-130.2pp | 115.60%-95.0pp | 345.39%-324.8pp |
| Employer contribution / active EE | $14,822 | $6,370+132.7% | $5,613+164.1% | $4,763+211.2% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15 | $13,122-99.9% | $10,843-99.9% | $11,598-99.9% |