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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,177 | $184,000-59.1% | $162,185-53.6% | $152,909-50.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 27.14% | 150.80%-123.7pp | 115.61%-88.5pp | 345.46%-318.3pp |
| Employer contribution / active EE | $18,627 | $6,370+192.4% | $5,613+231.8% | $4,764+291.0% |
| Participant deferral / active EE | $15,553 | $8,033+93.6% | $7,297+113.1% | $5,851+165.8% |
| Admin fee / account holder | $5 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |