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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,251 | $209,422-28.3% | $178,503-15.8% | $158,982-5.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.67% | 188.81%-168.1pp | 151.12%-130.4pp | 302.99%-282.3pp |
| Employer contribution / active EE | $38,995 | $5,707+583.3% | $5,011+678.2% | $4,763+718.7% |
| Participant deferral / active EE | $19,500 | $5,955+227.5% | $5,202+274.8% | $5,983+225.9% |
| Admin fee / account holder | $12 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |