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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,651 | $175,257-56.3% | $149,717-48.8% | $139,456-45.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.03% | 166.70%-149.7pp | 134.41%-117.4pp | 373.45%-356.4pp |
| Employer contribution / active EE | $12,641 | $5,477+130.8% | $4,820+162.3% | $4,753+166.0% |
| Participant deferral / active EE | $5,700 | $6,521-12.6% | $5,682+0.3% | $6,711-15.1% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |