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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,600 | $198,457-21.1% | $170,435-8.1% | $147,586+6.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.77% | 257.30%-242.5pp | 205.94%-191.2pp | 578.59%-563.8pp |
| Employer contribution / active EE | $14,138 | $6,183+128.7% | $5,432+160.3% | $4,876+189.9% |
| Participant deferral / active EE | $8,983 | $5,629+59.6% | $4,939+81.9% | $5,439+65.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |