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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,731 | $217,432-24.2% | $185,849-11.4% | $167,536-1.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.85% | 148.42%-133.6pp | 122.10%-107.2pp | 478.82%-464.0pp |
| Employer contribution / active EE | $13,801 | $5,875+134.9% | $5,169+167.0% | $4,839+185.2% |
| Participant deferral / active EE | $4,843 | $6,357-23.8% | $5,569-13.0% | $6,342-23.6% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |