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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,164 | $165,399-70.9% | $149,745-67.8% | $158,982-69.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 40.69% | 348.34%-307.6pp | 276.72%-236.0pp | 302.99%-262.3pp |
| Employer contribution / active EE | $16,795 | $5,105+229.0% | $4,646+261.5% | $4,763+252.6% |
| Participant deferral / active EE | $6,451 | $7,183-10.2% | $6,843-5.7% | $5,983+7.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |