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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,599 | $209,428-69.2% | $178,498-63.8% | $158,950-59.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.90% | 188.78%-173.9pp | 151.09%-136.2pp | 302.91%-288.0pp |
| Employer contribution / active EE | $2,350 | $5,707-58.8% | $5,011-53.1% | $4,762-50.6% |
| Participant deferral / active EE | $6,705 | $5,955+12.6% | $5,202+28.9% | $5,983+12.1% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |