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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,964 | $201,259-18.5% | $184,200-11.0% | $145,959+12.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 165.69% | 28.98%+136.7pp | 28.80%+136.9pp | 561.95%-396.3pp |
| Employer contribution / active EE | $12,003 | $7,018+71.0% | $6,424+86.9% | $4,661+157.5% |
| Participant deferral / active EE | $7,084 | $9,806-27.8% | $9,132-22.4% | $6,689+5.9% |
| Admin fee / account holder | $198 | $16,372-98.8% | $13,907-98.6% | $13,398-98.5% |