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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,317 | $217,432-35.5% | $185,849-24.5% | $167,536-16.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.64% | 148.42%-131.8pp | 122.10%-105.5pp | 478.82%-462.2pp |
| Employer contribution / active EE | $2,467 | $5,875-58.0% | $5,169-52.3% | $4,839-49.0% |
| Participant deferral / active EE | $9,766 | $6,357+53.6% | $5,569+75.4% | $6,342+54.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |