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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,440 | $96,691+47.3% | $86,656+64.4% | $139,487+2.1% |
| Participation rate | 91.7% | 74.4%+17.2pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 14.88% | 106.87%-92.0pp | 593.09%-578.2pp | 373.84%-359.0pp |
| Employer contribution / active EE | $8,325 | $3,267+154.8% | $3,025+175.2% | $4,755+75.1% |
| Participant deferral / active EE | $5,259 | $4,838+8.7% | $4,439+18.5% | $6,713-21.7% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |