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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,773 | $217,427-18.2% | $185,837-4.3% | $167,518+6.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.41% | 148.39%-130.0pp | 122.08%-103.7pp | 478.71%-460.3pp |
| Employer contribution / active EE | $11,394 | $5,874+94.0% | $5,168+120.5% | $4,838+135.5% |
| Participant deferral / active EE | $9,907 | $6,357+55.8% | $5,568+77.9% | $6,342+56.2% |
| Admin fee / account holder | $5 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |