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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,568 | $198,462-68.0% | $170,439-62.7% | $147,585-56.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.10% | 257.30%-239.2pp | 205.94%-187.8pp | 578.58%-560.5pp |
| Employer contribution / active EE | $11,332 | $6,184+83.3% | $5,433+108.6% | $4,876+132.4% |
| Participant deferral / active EE | $6,171 | $5,629+9.6% | $4,939+24.9% | $5,439+13.5% |
| Admin fee / account holder | $250 | $16,852-98.5% | $13,881-98.2% | $10,886-97.7% |