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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,620 | $202,463-15.7% | $169,397+0.7% | $139,487+22.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.88% | 532.64%-514.8pp | 406.23%-388.4pp | 373.84%-356.0pp |
| Employer contribution / active EE | $22,321 | $4,694+375.5% | $4,013+456.2% | $4,755+369.5% |
| Participant deferral / active EE | $15,000 | $6,941+116.1% | $6,223+141.0% | $6,713+123.5% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |