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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,668 | $209,422-46.7% | $178,503-37.4% | $158,982-29.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.23% | 188.81%-163.6pp | 151.12%-125.9pp | 302.99%-277.8pp |
| Employer contribution / active EE | $14,400 | $5,707+152.3% | $5,011+187.4% | $4,763+202.3% |
| Participant deferral / active EE | $20,868 | $5,955+250.4% | $5,202+301.1% | $5,983+248.8% |
| Admin fee / account holder | $234 | $17,079-98.6% | $13,987-98.3% | $11,252-97.9% |