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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,431 | $209,425-60.2% | $178,499-53.3% | $158,966-47.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.79% | 188.80%-173.0pp | 151.10%-135.3pp | 302.95%-287.2pp |
| Employer contribution / active EE | $9,750 | $5,707+70.8% | $5,011+94.6% | $4,762+104.7% |
| Participant deferral / active EE | $7,243 | $5,955+21.6% | $5,202+39.2% | $5,983+21.0% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |