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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,210 | $171,867-56.2% | $149,721-49.8% | $147,586-49.0% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 24.68% | 2113.36%-2088.7pp | 1501.67%-1477.0pp | 578.59%-553.9pp |
| Employer contribution / active EE | $12,018 | $6,275+91.5% | $5,444+120.7% | $4,876+146.4% |
| Participant deferral / active EE | $12,049 | $7,270+65.7% | $6,568+83.4% | $5,439+121.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |