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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,444 | $175,231-2.2% | $149,696+14.5% | $139,466+22.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.99% | 166.77%-154.8pp | 134.46%-122.5pp | 373.66%-361.7pp |
| Employer contribution / active EE | $20,000 | $5,478+265.1% | $4,821+314.9% | $4,754+320.7% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |