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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,485 | $217,432-25.7% | $185,849-13.1% | $167,536-3.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.14% | 148.42%-133.3pp | 122.10%-107.0pp | 478.82%-463.7pp |
| Employer contribution / active EE | $17,100 | $5,875+191.1% | $5,169+230.8% | $4,839+253.4% |
| Participant deferral / active EE | $20,518 | $6,357+222.7% | $5,569+268.4% | $6,342+223.5% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |