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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,895 | $198,462-67.8% | $170,439-62.5% | $147,585-56.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.65% | 257.30%-239.7pp | 205.94%-188.3pp | 578.58%-560.9pp |
| Employer contribution / active EE | $8,814 | $6,184+42.5% | $5,433+62.2% | $4,876+80.7% |
| Participant deferral / active EE | $9,000 | $5,629+59.9% | $4,939+82.2% | $5,439+65.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |