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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,477 | $165,399-47.1% | $149,745-41.6% | $158,982-45.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 37.65% | 348.34%-310.7pp | 276.72%-239.1pp | 302.99%-265.3pp |
| Employer contribution / active EE | $4,213 | $5,105-17.5% | $4,646-9.3% | $4,763-11.5% |
| Participant deferral / active EE | $12,767 | $7,183+77.7% | $6,843+86.6% | $5,983+113.4% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |