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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,626 | $175,257+1.4% | $149,717+18.6% | $139,456+27.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.78% | 166.70%-150.9pp | 134.41%-118.6pp | 373.45%-357.7pp |
| Employer contribution / active EE | $3,000 | $5,477-45.2% | $4,820-37.8% | $4,753-36.9% |
| Participant deferral / active EE | $17,500 | $6,521+168.4% | $5,682+208.0% | $6,711+160.8% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |