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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,477 | $183,978-71.5% | $162,171-67.6% | $152,885-65.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 38.29% | 150.78%-112.5pp | 115.60%-77.3pp | 345.39%-307.1pp |
| Employer contribution / active EE | $6,731 | $6,370+5.7% | $5,613+19.9% | $4,763+41.3% |
| Participant deferral / active EE | $19,000 | $8,033+136.5% | $7,297+160.4% | $5,851+224.7% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |