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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,152 | $198,457-67.7% | $170,435-62.4% | $147,586-56.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.15% | 257.30%-235.2pp | 205.94%-183.8pp | 578.59%-556.4pp |
| Employer contribution / active EE | $10,646 | $6,183+72.2% | $5,432+96.0% | $4,876+118.3% |
| Participant deferral / active EE | $16,800 | $5,629+198.4% | $4,939+240.1% | $5,439+208.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |