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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,243 | $184,000-20.5% | $162,185-9.8% | $152,909-4.4% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 17.18% | 150.80%-133.6pp | 115.61%-98.4pp | 345.46%-328.3pp |
| Employer contribution / active EE | $10,127 | $6,370+59.0% | $5,613+80.4% | $4,764+112.6% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |