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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,157 | $217,432-45.7% | $185,849-36.4% | $167,536-29.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.86% | 148.42%-134.6pp | 122.10%-108.2pp | 478.82%-465.0pp |
| Employer contribution / active EE | $8,758 | $5,875+49.1% | $5,169+69.5% | $4,839+81.0% |
| Participant deferral / active EE | $7,456 | $6,357+17.3% | $5,569+33.9% | $6,342+17.6% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |