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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,640 | $184,000-24.1% | $162,185-13.9% | $152,909-8.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.82% | 150.80%-137.0pp | 115.61%-101.8pp | 345.46%-331.6pp |
| Employer contribution / active EE | $9,979 | $6,370+56.7% | $5,613+77.8% | $4,764+109.5% |
| Participant deferral / active EE | $18,227 | $8,033+126.9% | $7,297+149.8% | $5,851+211.5% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |