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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,959 | $184,000-43.5% | $162,185-35.9% | $152,909-32.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 29.60% | 150.80%-121.2pp | 115.61%-86.0pp | 345.46%-315.9pp |
| Employer contribution / active EE | $3,419 | $6,370-46.3% | $5,613-39.1% | $4,764-28.2% |
| Participant deferral / active EE | $13,900 | $8,033+73.0% | $7,297+90.5% | $5,851+137.6% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |