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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,279 | $184,000-66.2% | $162,185-61.6% | $152,909-59.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 35.06% | 150.80%-115.7pp | 115.61%-80.6pp | 345.46%-310.4pp |
| Employer contribution / active EE | $7,134 | $6,370+12.0% | $5,613+27.1% | $4,764+49.7% |
| Participant deferral / active EE | $8,808 | $8,033+9.7% | $7,297+20.7% | $5,851+50.5% |
| Admin fee / account holder | $1 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |