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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,403 | $198,462-70.1% | $170,439-65.1% | $147,585-59.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.75% | 257.30%-245.5pp | 205.94%-194.2pp | 578.58%-566.8pp |
| Employer contribution / active EE | $9,435 | $6,184+52.6% | $5,433+73.7% | $4,876+93.5% |
| Participant deferral / active EE | $9,332 | $5,629+65.8% | $4,939+88.9% | $5,439+71.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |