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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,047 | $209,888-69.0% | $189,545-65.7% | $167,553-61.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.87% | 748.66%-735.8pp | 555.36%-542.5pp | 478.89%-466.0pp |
| Employer contribution / active EE | $13,200 | $6,915+90.9% | $6,162+114.2% | $4,840+172.7% |
| Participant deferral / active EE | $3,675 | $8,934-58.9% | $8,220-55.3% | $6,343-42.1% |
| Admin fee / account holder | $20 | $14,300-99.9% | $12,049-99.8% | $12,316-99.8% |