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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,418 | $217,432-7.4% | $185,851+8.4% | $167,553+20.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.22% | 148.43%-134.2pp | 122.11%-107.9pp | 478.89%-464.7pp |
| Employer contribution / active EE | $14,547 | $5,874+147.6% | $5,168+181.4% | $4,840+200.6% |
| Participant deferral / active EE | $13,333 | $6,357+109.7% | $5,569+139.4% | $6,343+110.2% |
| Admin fee / account holder | $6 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |