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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,299 | $217,432-18.5% | $185,851-4.6% | $167,553+5.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.87% | 148.43%-133.6pp | 122.11%-107.2pp | 478.89%-464.0pp |
| Employer contribution / active EE | $8,760 | $5,874+49.1% | $5,168+69.5% | $4,840+81.0% |
| Participant deferral / active EE | $23,833 | $6,357+274.9% | $5,569+328.0% | $6,343+275.8% |
| Admin fee / account holder | $30 | $19,820-99.8% | $16,245-99.8% | $12,316-99.8% |