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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,789 | $184,000-30.5% | $162,185-21.2% | $152,909-16.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 30.74% | 150.80%-120.1pp | 115.61%-84.9pp | 345.46%-314.7pp |
| Employer contribution / active EE | $3,060 | $6,370-52.0% | $5,613-45.5% | $4,764-35.8% |
| Participant deferral / active EE | $16,129 | $8,033+100.8% | $7,297+121.0% | $5,851+175.6% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |