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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,988 | $183,988-0.5% | $162,177+12.8% | $152,897+19.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 32.74% | 150.79%-118.0pp | 115.60%-82.9pp | 345.43%-312.7pp |
| Employer contribution / active EE | $20,571 | $6,370+222.9% | $5,613+266.5% | $4,764+331.8% |
| Participant deferral / active EE | $12,100 | $8,032+50.6% | $7,297+65.8% | $5,851+106.8% |
| Admin fee / account holder | $155 | $13,123-98.8% | $10,843-98.6% | $11,599-98.7% |