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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,511 | $183,988-41.0% | $162,177-33.1% | $152,897-29.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.13% | 150.79%-128.7pp | 115.60%-93.5pp | 345.43%-323.3pp |
| Employer contribution / active EE | $7,920 | $6,370+24.3% | $5,613+41.1% | $4,764+66.3% |
| Participant deferral / active EE | $22,000 | $8,032+173.9% | $7,297+201.5% | $5,851+276.0% |
| Admin fee / account holder | $53 | $13,123-99.6% | $10,843-99.5% | $11,599-99.5% |