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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,346 | $209,874-66.0% | $189,537-62.4% | $167,536-57.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.33% | 748.61%-728.3pp | 555.34%-535.0pp | 478.82%-458.5pp |
| Employer contribution / active EE | $5,893 | $6,913-14.8% | $6,161-4.3% | $4,839+21.8% |
| Participant deferral / active EE | $12,333 | $8,934+38.1% | $8,220+50.0% | $6,342+94.5% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |