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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,975 | $183,968-51.6% | $162,166-45.1% | $152,870-41.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.19% | 150.77%-137.6pp | 115.59%-102.4pp | 345.34%-332.2pp |
| Employer contribution / active EE | $10,000 | $6,371+57.0% | $5,614+78.1% | $4,763+110.0% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,842-100.0% | $11,597-100.0% |