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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,089 | $175,259-19.5% | $149,723-5.8% | $139,487+1.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.26% | 166.82%-151.6pp | 134.50%-119.2pp | 373.84%-358.6pp |
| Employer contribution / active EE | $12,912 | $5,478+135.7% | $4,821+167.8% | $4,755+171.6% |
| Participant deferral / active EE | $11,250 | $6,522+72.5% | $5,682+98.0% | $6,713+67.6% |
| Admin fee / account holder | $250 | $16,158-98.5% | $13,215-98.1% | $11,407-97.8% |