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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,164 | $209,888-48.5% | $189,545-42.9% | $167,553-35.4% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 10.48% | 748.66%-738.2pp | 555.36%-544.9pp | 478.89%-468.4pp |
| Employer contribution / active EE | $8,116 | $6,915+17.4% | $6,162+31.7% | $4,840+67.7% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |