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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,377 | $175,212-57.0% | $149,682-49.6% | $139,427-45.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.92% | 166.63%-155.7pp | 134.35%-123.4pp | 373.27%-362.4pp |
| Employer contribution / active EE | $2,786 | $5,475-49.1% | $4,818-42.2% | $4,752-41.4% |
| Participant deferral / active EE | $12,000 | $6,520+84.1% | $5,681+111.2% | $6,711+78.8% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |