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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,120 | $217,427-31.9% | $185,837-20.3% | $167,518-11.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.16% | 148.39%-133.2pp | 122.08%-106.9pp | 478.71%-463.6pp |
| Employer contribution / active EE | $16,484 | $5,874+180.6% | $5,168+219.0% | $4,838+240.7% |
| Participant deferral / active EE | $12,372 | $6,357+94.6% | $5,568+122.2% | $6,342+95.1% |
| Admin fee / account holder | $29 | $19,816-99.9% | $16,241-99.8% | $12,312-99.8% |