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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,509 | $183,988-18.7% | $162,177-7.8% | $152,897-2.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 27.37% | 150.79%-123.4pp | 115.60%-88.2pp | 345.43%-318.1pp |
| Employer contribution / active EE | $8,600 | $6,370+35.0% | $5,613+53.2% | $4,764+80.5% |
| Participant deferral / active EE | $11,360 | $8,032+41.4% | $7,297+55.7% | $5,851+94.2% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |