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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,377 | $209,847-65.0% | $189,520-61.3% | $167,518-56.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.09% | 748.45%-736.4pp | 555.25%-543.2pp | 478.71%-466.6pp |
| Employer contribution / active EE | $7,821 | $6,913+13.1% | $6,161+26.9% | $4,838+61.6% |
| Participant deferral / active EE | $6,115 | $8,934-31.5% | $8,220-25.6% | $6,342-3.6% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |