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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,872 | $184,000-28.9% | $162,185-19.3% | $152,909-14.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.41% | 150.80%-129.4pp | 115.61%-94.2pp | 345.46%-324.1pp |
| Employer contribution / active EE | $12,709 | $6,370+99.5% | $5,613+126.4% | $4,764+166.8% |
| Participant deferral / active EE | $12,696 | $8,033+58.1% | $7,297+74.0% | $5,851+117.0% |
| Admin fee / account holder | $59 | $13,124-99.6% | $10,844-99.5% | $11,601-99.5% |