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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,900 | $198,457-65.3% | $170,435-59.6% | $147,586-53.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 28.96% | 257.30%-228.3pp | 205.94%-177.0pp | 578.59%-549.6pp |
| Employer contribution / active EE | $8,501 | $6,183+37.5% | $5,432+56.5% | $4,876+74.3% |
| Participant deferral / active EE | $6,941 | $5,629+23.3% | $4,939+40.5% | $5,439+27.6% |
| Admin fee / account holder | $61 | $16,852-99.6% | $13,881-99.6% | $10,886-99.4% |