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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,563 | $180,749-14.5% | $160,784-3.9% | $137,256+12.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.69% | 2234.46%-2215.8pp | 1803.92%-1785.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $6,726 | $4,155+61.9% | $3,733+80.2% | $4,156+61.8% |
| Participant deferral / active EE | $12,239 | $6,844+78.8% | $6,293+94.5% | $6,407+91.0% |
| Admin fee / account holder | $275 | $10,397-97.4% | $9,717-97.2% | $12,270-97.8% |