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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,211 | $198,457-23.3% | $170,435-10.7% | $147,586+3.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.83% | 257.30%-246.5pp | 205.94%-195.1pp | 578.59%-567.8pp |
| Employer contribution / active EE | $11,667 | $6,183+88.7% | $5,432+114.8% | $4,876+139.2% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $258 | $16,852-98.5% | $13,881-98.1% | $10,886-97.6% |