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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,234 | $125,237+29.5% | $105,608+53.6% | $145,877+11.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.49% | 225.76%-210.3pp | 116.50%-101.0pp | 551.28%-535.8pp |
| Employer contribution / active EE | $11,707 | $3,720+214.7% | $3,167+269.7% | $4,663+151.1% |
| Participant deferral / active EE | $17,408 | $5,711+204.8% | $5,010+247.5% | $6,691+160.2% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |