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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,686 | $176,105+14.5% | $159,474+26.5% | $167,536+20.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.81% | 331.91%-319.1pp | 263.68%-250.9pp | 478.82%-466.0pp |
| Employer contribution / active EE | $12,711 | $5,299+139.9% | $4,831+163.1% | $4,839+162.7% |
| Participant deferral / active EE | $8,667 | $7,751+11.8% | $7,353+17.9% | $6,342+36.6% |
| Admin fee / account holder | $134 | $12,559-98.9% | $10,802-98.8% | $12,315-98.9% |