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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,383 | $175,259-33.6% | $149,723-22.3% | $139,487-16.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.19% | 166.82%-144.6pp | 134.50%-112.3pp | 373.84%-351.7pp |
| Employer contribution / active EE | $8,098 | $5,478+47.8% | $4,821+68.0% | $4,755+70.3% |
| Participant deferral / active EE | $11,250 | $6,522+72.5% | $5,682+98.0% | $6,713+67.6% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |