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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,298 | $183,978-20.5% | $162,171-9.8% | $152,885-4.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.63% | 150.78%-122.1pp | 115.60%-87.0pp | 345.39%-316.8pp |
| Employer contribution / active EE | $17,144 | $6,370+169.2% | $5,613+205.4% | $4,763+259.9% |
| Participant deferral / active EE | $12,608 | $8,033+57.0% | $7,297+72.8% | $5,851+115.5% |
| Admin fee / account holder | $130 | $13,122-99.0% | $10,843-98.8% | $11,598-98.9% |