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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,870 | $175,257+1.5% | $149,717+18.8% | $139,456+27.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.12% | 166.70%-152.6pp | 134.41%-120.3pp | 373.45%-359.3pp |
| Employer contribution / active EE | $9,266 | $5,477+69.2% | $4,820+92.3% | $4,753+95.0% |
| Participant deferral / active EE | $7,082 | $6,521+8.6% | $5,682+24.7% | $6,711+5.5% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |