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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,296 | $198,457-66.1% | $170,435-60.5% | $147,586-54.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 42.09% | 257.30%-215.2pp | 205.94%-163.8pp | 578.59%-536.5pp |
| Employer contribution / active EE | $5,744 | $6,183-7.1% | $5,432+5.7% | $4,876+17.8% |
| Participant deferral / active EE | $9,000 | $5,629+59.9% | $4,939+82.2% | $5,439+65.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |