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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,442 | $175,259-57.5% | $149,723-50.3% | $139,487-46.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.05% | 166.82%-144.8pp | 134.50%-112.5pp | 373.84%-351.8pp |
| Employer contribution / active EE | $12,545 | $5,478+129.0% | $4,821+160.2% | $4,755+163.8% |
| Participant deferral / active EE | $5,058 | $6,522-22.4% | $5,682-11.0% | $6,713-24.6% |
| Admin fee / account holder | $266 | $16,158-98.4% | $13,215-98.0% | $11,407-97.7% |