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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,491 | $209,422-68.7% | $178,503-63.3% | $158,982-58.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.82% | 188.81%-173.0pp | 151.12%-135.3pp | 302.99%-287.2pp |
| Employer contribution / active EE | $9,206 | $5,707+61.3% | $5,011+83.7% | $4,763+93.3% |
| Participant deferral / active EE | $5,830 | $5,955-2.1% | $5,202+12.1% | $5,983-2.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |