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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,767 | $176,120-62.7% | $159,487-58.8% | $167,553-60.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 30.41% | 331.95%-301.5pp | 263.71%-233.3pp | 478.89%-448.5pp |
| Employer contribution / active EE | $7,954 | $5,299+50.1% | $4,831+64.6% | $4,840+64.4% |
| Participant deferral / active EE | $8,393 | $7,752+8.3% | $7,354+14.1% | $6,343+32.3% |
| Admin fee / account holder | $194 | $12,561-98.5% | $10,804-98.2% | $12,316-98.4% |