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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,367 | $138,076+7.5% | $123,553+20.1% | $135,380+9.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 30.97% | 153.70%-122.7pp | 119.21%-88.2pp | 519.81%-488.8pp |
| Employer contribution / active EE | $2,569 | $5,152-50.1% | $4,628-44.5% | $4,779-46.3% |
| Participant deferral / active EE | $16,750 | $6,800+146.3% | $6,426+160.7% | $5,609+198.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |