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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,949 | $198,457-51.7% | $170,435-43.7% | $147,586-35.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.99% | 257.30%-245.3pp | 205.94%-194.0pp | 578.59%-566.6pp |
| Employer contribution / active EE | $7,200 | $6,183+16.4% | $5,432+32.5% | $4,876+47.7% |
| Participant deferral / active EE | $6,044 | $5,629+7.4% | $4,939+22.4% | $5,439+11.1% |
| Admin fee / account holder | $30 | $16,852-99.8% | $13,881-99.8% | $10,886-99.7% |