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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,612 | $176,105-21.3% | $159,474-13.1% | $167,536-17.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.50% | 331.91%-318.4pp | 263.68%-250.2pp | 478.82%-465.3pp |
| Employer contribution / active EE | $13,750 | $5,299+159.5% | $4,831+184.6% | $4,839+184.1% |
| Participant deferral / active EE | $8,788 | $7,751+13.4% | $7,353+19.5% | $6,342+38.6% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |