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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,423 | $226,046-29.0% | $182,508-12.1% | $152,870+4.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 57.33% | 192.52%-135.2pp | 148.54%-91.2pp | 345.34%-288.0pp |
| Employer contribution / active EE | $12,442 | $4,977+150.0% | $4,075+205.4% | $4,763+161.2% |
| Participant deferral / active EE | $7,844 | $6,368+23.2% | $5,525+42.0% | $5,850+34.1% |
| Admin fee / account holder | $31 | $10,704-99.7% | $8,592-99.6% | $11,597-99.7% |