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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,305 | $175,231-11.9% | $149,696+3.1% | $139,466+10.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 46.48% | 166.77%-120.3pp | 134.46%-88.0pp | 373.66%-327.2pp |
| Employer contribution / active EE | $2,771 | $5,478-49.4% | $4,821-42.5% | $4,754-41.7% |
| Participant deferral / active EE | $14,665 | $6,521+124.9% | $5,682+158.1% | $6,712+118.5% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |