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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,849 | $175,231-36.7% | $149,696-26.0% | $139,466-20.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 34.99% | 166.77%-131.8pp | 134.46%-99.5pp | 373.66%-338.7pp |
| Employer contribution / active EE | $21,476 | $5,478+292.0% | $4,821+345.5% | $4,754+351.7% |
| Participant deferral / active EE | $13,000 | $6,521+99.3% | $5,682+128.8% | $6,712+93.7% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |