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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,488 | $175,231-16.4% | $149,696-2.1% | $139,466+5.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.85% | 166.77%-146.9pp | 134.46%-114.6pp | 373.66%-353.8pp |
| Employer contribution / active EE | $19,094 | $5,478+248.6% | $4,821+296.1% | $4,754+301.6% |
| Participant deferral / active EE | $17,294 | $6,521+165.2% | $5,682+204.4% | $6,712+157.7% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |