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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,829 | $226,090-26.7% | $182,531-9.2% | $152,885+8.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 20.73% | 192.57%-171.8pp | 148.57%-127.8pp | 345.39%-324.7pp |
| Employer contribution / active EE | $3,376 | $4,978-32.2% | $4,075-17.2% | $4,763-29.1% |
| Participant deferral / active EE | $7,858 | $6,369+23.4% | $5,525+42.2% | $5,851+34.3% |
| Admin fee / account holder | $172 | $10,705-98.4% | $8,593-98.0% | $11,598-98.5% |