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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,194 | $198,457-38.9% | $170,435-28.9% | $147,586-17.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.71% | 257.30%-242.6pp | 205.94%-191.2pp | 578.59%-563.9pp |
| Employer contribution / active EE | $13,226 | $6,183+113.9% | $5,432+143.5% | $4,876+171.2% |
| Participant deferral / active EE | $7,838 | $5,629+39.2% | $4,939+58.7% | $5,439+44.1% |
| Admin fee / account holder | $9 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |