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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,994 | $209,422-69.4% | $178,503-64.1% | $158,982-59.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.03% | 188.81%-169.8pp | 151.12%-132.1pp | 302.99%-284.0pp |
| Employer contribution / active EE | $15,166 | $5,707+165.7% | $5,011+202.6% | $4,763+218.4% |
| Participant deferral / active EE | $7,084 | $5,955+19.0% | $5,202+36.2% | $5,983+18.4% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |