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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,186 | $150,435+9.1% | $120,580+36.2% | $145,897+12.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 8.78% | 154.60%-145.8pp | 107.48%-98.7pp | 552.29%-543.5pp |
| Employer contribution / active EE | $15,042 | $4,352+245.6% | $3,469+333.6% | $4,663+222.6% |
| Participant deferral / active EE | $19,383 | $6,174+213.9% | $4,995+288.0% | $6,689+189.8% |
| Admin fee / account holder | $20 | $12,182-99.8% | $9,418-99.8% | $13,390-99.9% |