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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,221 | $209,422-29.7% | $178,503-17.5% | $158,982-7.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.01% | 188.81%-170.8pp | 151.12%-133.1pp | 302.99%-285.0pp |
| Employer contribution / active EE | $12,609 | $5,707+120.9% | $5,011+151.6% | $4,763+164.7% |
| Participant deferral / active EE | $40,496 | $5,955+580.0% | $5,202+678.4% | $5,983+576.8% |
| Admin fee / account holder | $18 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |