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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,320 | $217,432-30.4% | $185,849-18.6% | $167,536-9.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.02% | 148.42%-134.4pp | 122.10%-108.1pp | 478.82%-464.8pp |
| Employer contribution / active EE | $11,098 | $5,875+88.9% | $5,169+114.7% | $4,839+129.4% |
| Participant deferral / active EE | $7,622 | $6,357+19.9% | $5,569+36.9% | $6,342+20.2% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |