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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,275 | $209,422-58.8% | $178,503-51.7% | $158,982-45.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.14% | 188.81%-175.7pp | 151.12%-138.0pp | 302.99%-289.8pp |
| Employer contribution / active EE | $12,296 | $5,707+115.5% | $5,011+145.4% | $4,763+158.2% |
| Participant deferral / active EE | $7,543 | $5,955+26.7% | $5,202+45.0% | $5,983+26.1% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |