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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,230 | $175,259-30.3% | $149,723-18.4% | $139,487-12.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.58% | 166.82%-151.2pp | 134.50%-118.9pp | 373.84%-358.3pp |
| Employer contribution / active EE | $18,653 | $5,478+240.5% | $4,821+286.9% | $4,755+292.3% |
| Participant deferral / active EE | $9,000 | $6,522+38.0% | $5,682+58.4% | $6,713+34.1% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |