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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,954 | $175,257-19.0% | $149,717-5.2% | $139,456+1.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.15% | 166.70%-144.6pp | 134.41%-112.3pp | 373.45%-351.3pp |
| Employer contribution / active EE | $30,000 | $5,477+447.8% | $4,820+522.4% | $4,753+531.2% |
| Participant deferral / active EE | $30,000 | $6,521+360.1% | $5,682+428.0% | $6,711+347.0% |
| Admin fee / account holder | $203 | $16,156-98.7% | $13,213-98.5% | $11,407-98.2% |