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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,545 | $184,000-57.3% | $162,185-51.6% | $152,909-48.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.15% | 150.80%-131.6pp | 115.61%-96.5pp | 345.46%-326.3pp |
| Employer contribution / active EE | $8,670 | $6,370+36.1% | $5,613+54.5% | $4,764+82.0% |
| Participant deferral / active EE | $5,353 | $8,033-33.4% | $7,297-26.6% | $5,851-8.5% |
| Admin fee / account holder | $4 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |