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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,306 | $217,432-56.6% | $185,849-49.3% | $167,536-43.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.07% | 148.42%-132.3pp | 122.10%-106.0pp | 478.82%-462.7pp |
| Employer contribution / active EE | $9,311 | $5,875+58.5% | $5,169+80.1% | $4,839+92.4% |
| Participant deferral / active EE | $9,750 | $6,357+53.4% | $5,569+75.1% | $6,342+53.7% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |