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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,057 | $175,259-18.9% | $149,723-5.1% | $139,487+1.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.06% | 166.82%-154.8pp | 134.50%-122.4pp | 373.84%-361.8pp |
| Employer contribution / active EE | $18,608 | $5,478+239.7% | $4,821+286.0% | $4,755+291.4% |
| Participant deferral / active EE | $11,732 | $6,522+79.9% | $5,682+106.5% | $6,713+74.8% |
| Admin fee / account holder | $5 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |