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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,721 | $183,988-21.3% | $162,177-10.8% | $152,897-5.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 27.14% | 150.79%-123.6pp | 115.60%-88.5pp | 345.43%-318.3pp |
| Employer contribution / active EE | $15,071 | $6,370+136.6% | $5,613+168.5% | $4,764+216.4% |
| Participant deferral / active EE | $11,657 | $8,032+45.1% | $7,297+59.8% | $5,851+99.2% |
| Admin fee / account holder | $20 | $13,123-99.8% | $10,843-99.8% | $11,599-99.8% |