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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,279 | $183,968-66.1% | $162,166-61.6% | $152,870-59.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 35.06% | 150.77%-115.7pp | 115.59%-80.5pp | 345.34%-310.3pp |
| Employer contribution / active EE | $7,134 | $6,371+12.0% | $5,614+27.1% | $4,763+49.8% |
| Participant deferral / active EE | $8,808 | $8,034+9.6% | $7,298+20.7% | $5,850+50.5% |
| Admin fee / account holder | $1 | $13,121-100.0% | $10,842-100.0% | $11,597-100.0% |