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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,941 | $198,457-29.5% | $170,435-17.9% | $147,586-5.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.44% | 257.30%-242.9pp | 205.94%-191.5pp | 578.59%-564.2pp |
| Employer contribution / active EE | $17,370 | $6,183+180.9% | $5,432+219.7% | $4,876+256.2% |
| Participant deferral / active EE | $9,450 | $5,629+67.9% | $4,939+91.3% | $5,439+73.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |