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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,848 | $175,257-37.3% | $149,717-26.6% | $139,456-21.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.49% | 166.70%-139.2pp | 134.41%-106.9pp | 373.45%-346.0pp |
| Employer contribution / active EE | $9,429 | $5,477+72.2% | $4,820+95.6% | $4,753+98.4% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $51 | $16,156-99.7% | $13,213-99.6% | $11,407-99.6% |