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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,902 | $217,432-30.1% | $185,849-18.3% | $167,536-9.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.97% | 148.42%-132.4pp | 122.10%-106.1pp | 478.82%-462.8pp |
| Employer contribution / active EE | $6,899 | $5,875+17.4% | $5,169+33.5% | $4,839+42.6% |
| Participant deferral / active EE | $13,491 | $6,357+112.2% | $5,569+142.3% | $6,342+112.7% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |