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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,327 | $209,422-60.7% | $178,503-53.9% | $158,982-48.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.99% | 188.81%-160.8pp | 151.12%-123.1pp | 302.99%-275.0pp |
| Employer contribution / active EE | $18,063 | $5,707+216.5% | $5,011+260.5% | $4,763+279.2% |
| Participant deferral / active EE | $13,246 | $5,955+122.4% | $5,202+154.6% | $5,983+121.4% |
| Admin fee / account holder | $20 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |