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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,467 | $198,462-20.7% | $170,439-7.6% | $147,585+6.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.39% | 257.30%-239.9pp | 205.94%-188.5pp | 578.58%-561.2pp |
| Employer contribution / active EE | $13,054 | $6,184+111.1% | $5,433+140.3% | $4,876+167.7% |
| Participant deferral / active EE | $7,080 | $5,629+25.8% | $4,939+43.3% | $5,439+30.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |