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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,245 | $209,425-45.0% | $178,499-35.4% | $158,966-27.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.25% | 188.80%-170.5pp | 151.10%-132.9pp | 302.95%-284.7pp |
| Employer contribution / active EE | $9,122 | $5,707+59.8% | $5,011+82.0% | $4,762+91.5% |
| Participant deferral / active EE | $7,888 | $5,955+32.5% | $5,202+51.6% | $5,983+31.8% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |