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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,954 | $198,457-16.4% | $170,435-2.6% | $147,586+12.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.06% | 257.30%-237.2pp | 205.94%-185.9pp | 578.59%-558.5pp |
| Employer contribution / active EE | $15,959 | $6,183+158.1% | $5,432+193.8% | $4,876+227.3% |
| Participant deferral / active EE | $8,809 | $5,629+56.5% | $4,939+78.3% | $5,439+62.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |