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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,899 | $198,457-29.5% | $170,435-17.9% | $147,586-5.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.99% | 257.30%-242.3pp | 205.94%-191.0pp | 578.59%-563.6pp |
| Employer contribution / active EE | $13,183 | $6,183+113.2% | $5,432+142.7% | $4,876+170.3% |
| Participant deferral / active EE | $7,491 | $5,629+33.1% | $4,939+51.7% | $5,439+37.7% |
| Admin fee / account holder | -$232 | $16,852-101.4% | $13,881-101.7% | $10,886-102.1% |