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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,083 | $217,432-33.3% | $185,849-21.9% | $167,536-13.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.95% | 148.42%-134.5pp | 122.10%-108.1pp | 478.82%-464.9pp |
| Employer contribution / active EE | $27,482 | $5,875+367.8% | $5,169+431.7% | $4,839+467.9% |
| Participant deferral / active EE | $24,400 | $6,357+283.8% | $5,569+338.2% | $6,342+284.7% |
| Admin fee / account holder | $20 | $19,818-99.9% | $16,244-99.9% | $12,315-99.8% |