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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,372 | $198,457-17.2% | $170,435-3.6% | $147,586+11.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 30.78% | 257.30%-226.5pp | 205.94%-175.2pp | 578.59%-547.8pp |
| Employer contribution / active EE | $11,739 | $6,183+89.9% | $5,432+116.1% | $4,876+140.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |