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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,218 | $209,422-78.4% | $178,503-74.7% | $158,982-71.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.36% | 188.81%-175.4pp | 151.12%-137.8pp | 302.99%-289.6pp |
| Employer contribution / active EE | $8,656 | $5,707+51.7% | $5,011+72.7% | $4,763+81.7% |
| Participant deferral / active EE | $4,253 | $5,955-28.6% | $5,202-18.3% | $5,983-28.9% |
| Admin fee / account holder | $17 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |