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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,644 | $226,135-34.7% | $182,558-19.1% | $152,909-3.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.56% | 192.60%-169.0pp | 148.59%-125.0pp | 345.46%-321.9pp |
| Employer contribution / active EE | $2,700 | $4,979-45.8% | $4,076-33.8% | $4,764-43.3% |
| Participant deferral / active EE | $15,200 | $6,371+138.6% | $5,526+175.1% | $5,851+159.8% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |