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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,795 | $183,988-69.1% | $162,177-65.0% | $152,897-62.9% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.6%+6.9pp | 82.5%+12.0pp |
| Annual return | 28.99% | 150.79%-121.8pp | 115.60%-86.6pp | 345.43%-316.4pp |
| Employer contribution / active EE | $8,718 | $6,370+36.9% | $5,613+55.3% | $4,764+83.0% |
| Participant deferral / active EE | $5,921 | $8,032-26.3% | $7,297-18.9% | $5,851+1.2% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |