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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,501 | $175,259-62.1% | $149,723-55.6% | $139,487-52.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.24% | 166.82%-145.6pp | 134.50%-113.3pp | 373.84%-352.6pp |
| Employer contribution / active EE | $11,757 | $5,478+114.6% | $4,821+143.9% | $4,755+147.3% |
| Participant deferral / active EE | $11,573 | $6,522+77.5% | $5,682+103.7% | $6,713+72.4% |
| Admin fee / account holder | $212 | $16,158-98.7% | $13,215-98.4% | $11,407-98.1% |