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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,975 | $209,847-71.4% | $189,520-68.4% | $167,518-64.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.57% | 748.45%-738.9pp | 555.25%-545.7pp | 478.71%-469.1pp |
| Employer contribution / active EE | $9,522 | $6,913+37.7% | $6,161+54.5% | $4,838+96.8% |
| Participant deferral / active EE | $12,079 | $8,934+35.2% | $8,220+46.9% | $6,342+90.5% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |