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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,953 | $175,257-1.9% | $149,717+14.9% | $139,456+23.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.74% | 166.70%-149.0pp | 134.41%-116.7pp | 373.45%-355.7pp |
| Employer contribution / active EE | $9,434 | $5,477+72.3% | $4,820+95.7% | $4,753+98.5% |
| Participant deferral / active EE | $2,526 | $6,521-61.3% | $5,682-55.5% | $6,711-62.4% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |