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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,678 | $184,000-31.7% | $162,185-22.5% | $152,909-17.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.17% | 150.80%-125.6pp | 115.61%-90.4pp | 345.46%-320.3pp |
| Employer contribution / active EE | $15,008 | $6,370+135.6% | $5,613+167.4% | $4,764+215.0% |
| Participant deferral / active EE | $9,000 | $8,033+12.0% | $7,297+23.3% | $5,851+53.8% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |