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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,581 | $198,457-61.9% | $170,435-55.7% | $147,586-48.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.15% | 257.30%-242.2pp | 205.94%-190.8pp | 578.59%-563.4pp |
| Employer contribution / active EE | $8,549 | $6,183+38.3% | $5,432+57.4% | $4,876+75.3% |
| Participant deferral / active EE | $4,422 | $5,629-21.4% | $4,939-10.5% | $5,439-18.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |