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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,109 | $175,259-34.3% | $149,723-23.1% | $139,487-17.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.45% | 166.82%-152.4pp | 134.50%-120.0pp | 373.84%-359.4pp |
| Employer contribution / active EE | $14,732 | $5,478+168.9% | $4,821+205.6% | $4,755+209.8% |
| Participant deferral / active EE | $8,942 | $6,522+37.1% | $5,682+57.4% | $6,713+33.2% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |