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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,378 | $165,381-55.6% | $149,730-51.0% | $158,966-53.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 71.02% | 348.29%-277.3pp | 276.70%-205.7pp | 302.95%-231.9pp |
| Employer contribution / active EE | $15,548 | $5,104+204.6% | $4,645+234.7% | $4,762+226.5% |
| Participant deferral / active EE | $10,683 | $7,182+48.7% | $6,843+56.1% | $5,983+78.6% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |