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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,009 | $198,457-54.1% | $170,435-46.6% | $147,586-38.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 41.10% | 257.30%-216.2pp | 205.94%-164.8pp | 578.59%-537.5pp |
| Employer contribution / active EE | $7,426 | $6,183+20.1% | $5,432+36.7% | $4,876+52.3% |
| Participant deferral / active EE | $4,508 | $5,629-19.9% | $4,939-8.7% | $5,439-17.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |