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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,460 | $198,462-28.2% | $170,439-16.4% | $147,585-3.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.90% | 257.30%-246.4pp | 205.94%-195.0pp | 578.58%-567.7pp |
| Employer contribution / active EE | $22,806 | $6,184+268.8% | $5,433+319.8% | $4,876+367.7% |
| Participant deferral / active EE | $11,625 | $5,629+106.5% | $4,939+135.3% | $5,439+113.7% |
| Admin fee / account holder | $9 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |