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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,630 | $198,462-74.0% | $170,439-69.7% | $147,585-65.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.25% | 257.30%-240.1pp | 205.94%-188.7pp | 578.58%-561.3pp |
| Employer contribution / active EE | $13,302 | $6,184+115.1% | $5,433+144.8% | $4,876+172.8% |
| Participant deferral / active EE | $8,433 | $5,629+49.8% | $4,939+70.7% | $5,439+55.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |