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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,590 | $176,120-55.4% | $159,487-50.7% | $167,553-53.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 35.31% | 331.95%-296.6pp | 263.71%-228.4pp | 478.89%-443.6pp |
| Employer contribution / active EE | $6,791 | $5,299+28.1% | $4,831+40.6% | $4,840+40.3% |
| Participant deferral / active EE | $10,187 | $7,752+31.4% | $7,354+38.5% | $6,343+60.6% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |