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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,729 | $125,237+14.0% | $105,608+35.1% | $145,877-2.2% |
| Participation rate | 93.3% | 77.7%+15.7pp | 75.3%+18.0pp | 80.3%+13.0pp |
| Annual return | 12.92% | 225.76%-212.8pp | 116.50%-103.6pp | 551.28%-538.4pp |
| Employer contribution / active EE | $14,060 | $3,720+277.9% | $3,167+344.0% | $4,663+201.5% |
| Participant deferral / active EE | $10,387 | $5,711+81.9% | $5,010+107.3% | $6,691+55.3% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |