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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,123 | $198,457-69.2% | $170,435-64.1% | $147,586-58.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.38% | 257.30%-246.9pp | 205.94%-195.6pp | 578.59%-568.2pp |
| Employer contribution / active EE | $11,684 | $6,183+89.0% | $5,432+115.1% | $4,876+139.6% |
| Participant deferral / active EE | $5,075 | $5,629-9.9% | $4,939+2.7% | $5,439-6.7% |
| Admin fee / account holder | $149 | $16,852-99.1% | $13,881-98.9% | $10,886-98.6% |