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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,832 | $198,457-16.9% | $170,435-3.3% | $147,586+11.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.20% | 257.30%-238.1pp | 205.94%-186.7pp | 578.59%-559.4pp |
| Employer contribution / active EE | $11,061 | $6,183+78.9% | $5,432+103.6% | $4,876+126.8% |
| Participant deferral / active EE | $7,514 | $5,629+33.5% | $4,939+52.1% | $5,439+38.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |