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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,542 | $175,231-20.9% | $149,696-7.5% | $139,466-0.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.64% | 166.77%-150.1pp | 134.46%-117.8pp | 373.66%-357.0pp |
| Employer contribution / active EE | $12,729 | $5,478+132.4% | $4,821+164.1% | $4,754+167.8% |
| Participant deferral / active EE | $12,960 | $6,521+98.7% | $5,682+128.1% | $6,712+93.1% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |