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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,635 | $198,461-52.3% | $170,436-44.5% | $147,585-35.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.86% | 257.30%-240.4pp | 205.94%-189.1pp | 578.57%-561.7pp |
| Employer contribution / active EE | $10,351 | $6,184+67.4% | $5,433+90.5% | $4,876+112.3% |
| Participant deferral / active EE | $7,200 | $5,629+27.9% | $4,939+45.8% | $5,439+32.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |