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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,063 | $165,399-68.5% | $149,745-65.2% | $158,982-67.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.79% | 348.34%-306.5pp | 276.72%-234.9pp | 302.99%-261.2pp |
| Employer contribution / active EE | $14,502 | $5,105+184.1% | $4,646+212.2% | $4,763+204.5% |
| Participant deferral / active EE | $7,342 | $7,183+2.2% | $6,843+7.3% | $5,983+22.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |