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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,064 | $175,259+2.7% | $149,723+20.3% | $139,487+29.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.57% | 166.82%-149.3pp | 134.50%-116.9pp | 373.84%-356.3pp |
| Employer contribution / active EE | $22,927 | $5,478+318.5% | $4,821+375.5% | $4,755+382.2% |
| Participant deferral / active EE | $9,336 | $6,522+43.2% | $5,682+64.3% | $6,713+39.1% |
| Admin fee / account holder | $198 | $16,158-98.8% | $13,215-98.5% | $11,407-98.3% |