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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,464 | $105,160+15.5% | $94,679+28.3% | $139,456-12.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.89% | 38.04%-19.2pp | 156.75%-137.9pp | 373.45%-354.6pp |
| Employer contribution / active EE | $25,443 | $4,107+519.5% | $3,673+592.7% | $4,753+435.3% |
| Participant deferral / active EE | $16,499 | $7,599+117.1% | $7,417+122.4% | $6,711+145.8% |
| Admin fee / account holder | $0 | $8,988-100.0% | $7,233-100.0% | $11,407-100.0% |