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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,358 | $198,457-59.5% | $170,435-52.9% | $147,586-45.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.85% | 257.30%-234.5pp | 205.94%-183.1pp | 578.59%-555.7pp |
| Employer contribution / active EE | $24,363 | $6,183+294.0% | $5,432+348.5% | $4,876+399.6% |
| Participant deferral / active EE | $12,842 | $5,629+128.1% | $4,939+160.0% | $5,439+136.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |