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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,409 | $175,259-27.3% | $149,723-14.9% | $139,487-8.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.88% | 166.82%-142.9pp | 134.50%-110.6pp | 373.84%-350.0pp |
| Employer contribution / active EE | $10,407 | $5,478+90.0% | $4,821+115.9% | $4,755+118.9% |
| Participant deferral / active EE | $15,000 | $6,522+130.0% | $5,682+164.0% | $6,713+123.5% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |