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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,964 | $201,344-18.6% | $184,243-11.0% | $145,877+12.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 165.69% | 29.01%+136.7pp | 28.82%+136.9pp | 551.28%-385.6pp |
| Employer contribution / active EE | $12,003 | $7,022+70.9% | $6,427+86.8% | $4,663+157.4% |
| Participant deferral / active EE | $7,084 | $9,807-27.8% | $9,132-22.4% | $6,691+5.9% |
| Admin fee / account holder | $198 | $16,382-98.8% | $13,914-98.6% | $13,402-98.5% |