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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,329 | $175,231-62.7% | $149,696-56.4% | $139,466-53.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.59% | 166.77%-143.2pp | 134.46%-110.9pp | 373.66%-350.1pp |
| Employer contribution / active EE | $6,702 | $5,478+22.3% | $4,821+39.0% | $4,754+41.0% |
| Participant deferral / active EE | $11,250 | $6,521+72.5% | $5,682+98.0% | $6,712+67.6% |
| Admin fee / account holder | $120 | $16,155-99.3% | $13,212-99.1% | $11,409-98.9% |