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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,465 | $209,428-64.9% | $178,498-58.8% | $158,950-53.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 32.06% | 188.78%-156.7pp | 151.09%-119.0pp | 302.91%-270.8pp |
| Employer contribution / active EE | $15,554 | $5,707+172.5% | $5,011+210.4% | $4,762+226.6% |
| Participant deferral / active EE | $14,364 | $5,955+141.2% | $5,202+176.1% | $5,983+140.1% |
| Admin fee / account holder | $142 | $17,077-99.2% | $13,985-99.0% | $11,248-98.7% |