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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,853 | $183,988-18.0% | $162,177-7.0% | $152,897-1.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.55% | 150.79%-130.2pp | 115.60%-95.1pp | 345.43%-324.9pp |
| Employer contribution / active EE | $15,215 | $6,370+138.9% | $5,613+171.1% | $4,764+219.4% |
| Participant deferral / active EE | $9,004 | $8,032+12.1% | $7,297+23.4% | $5,851+53.9% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |