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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,719 | $209,422-42.8% | $178,503-32.9% | $158,982-24.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 48.52% | 188.81%-140.3pp | 151.12%-102.6pp | 302.99%-254.5pp |
| Employer contribution / active EE | $14,667 | $5,707+157.0% | $5,011+192.7% | $4,763+208.0% |
| Participant deferral / active EE | $7,821 | $5,955+31.3% | $5,202+50.3% | $5,983+30.7% |
| Admin fee / account holder | $188 | $17,079-98.9% | $13,987-98.7% | $11,252-98.3% |