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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,535 | $209,422-69.2% | $178,503-63.8% | $158,982-59.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 31.75% | 188.81%-157.1pp | 151.12%-119.4pp | 302.99%-271.2pp |
| Employer contribution / active EE | $15,091 | $5,707+164.4% | $5,011+201.2% | $4,763+216.9% |
| Participant deferral / active EE | $17,328 | $5,955+191.0% | $5,202+233.1% | $5,983+189.6% |
| Admin fee / account holder | $122 | $17,079-99.3% | $13,987-99.1% | $11,252-98.9% |