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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,964 | $201,372-18.6% | $184,260-11.0% | $145,884+12.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 165.69% | 29.04%+136.6pp | 28.84%+136.8pp | 551.85%-386.2pp |
| Employer contribution / active EE | $12,003 | $7,024+70.9% | $6,427+86.7% | $4,662+157.5% |
| Participant deferral / active EE | $7,084 | $9,808-27.8% | $9,133-22.4% | $6,690+5.9% |
| Admin fee / account holder | $198 | $16,362-98.8% | $13,898-98.6% | $13,392-98.5% |