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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,424 | $183,988-26.4% | $162,177-16.5% | $152,897-11.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.55% | 150.79%-135.2pp | 115.60%-100.1pp | 345.43%-329.9pp |
| Employer contribution / active EE | $8,250 | $6,370+29.5% | $5,613+47.0% | $4,764+73.2% |
| Participant deferral / active EE | $19,000 | $8,032+136.5% | $7,297+160.4% | $5,851+224.7% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |