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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,951 | $198,457-23.9% | $170,435-11.4% | $147,586+2.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.43% | 257.30%-243.9pp | 205.94%-192.5pp | 578.59%-565.2pp |
| Employer contribution / active EE | $13,977 | $6,183+126.1% | $5,432+157.3% | $4,876+186.6% |
| Participant deferral / active EE | $2,092 | $5,629-62.8% | $4,939-57.7% | $5,439-61.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |