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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,441 | $183,988-39.4% | $162,177-31.3% | $152,897-27.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.65% | 150.79%-129.1pp | 115.60%-94.0pp | 345.43%-323.8pp |
| Employer contribution / active EE | $11,229 | $6,370+76.3% | $5,613+100.0% | $4,764+135.7% |
| Participant deferral / active EE | $7,053 | $8,032-12.2% | $7,297-3.3% | $5,851+20.5% |
| Admin fee / account holder | $20 | $13,123-99.9% | $10,843-99.8% | $11,599-99.8% |