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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,204 | $198,461-68.2% | $170,436-62.9% | $147,585-57.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.64% | 257.30%-244.7pp | 205.94%-193.3pp | 578.57%-565.9pp |
| Employer contribution / active EE | $13,399 | $6,184+116.7% | $5,433+146.6% | $4,876+174.8% |
| Participant deferral / active EE | $4,080 | $5,629-27.5% | $4,939-17.4% | $5,439-25.0% |
| Admin fee / account holder | $20 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |