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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,212 | $176,120-61.8% | $159,487-57.9% | $167,553-59.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.26% | 331.95%-317.7pp | 263.71%-249.4pp | 478.89%-464.6pp |
| Employer contribution / active EE | $21,944 | $5,299+314.1% | $4,831+354.2% | $4,840+353.4% |
| Participant deferral / active EE | $16,017 | $7,752+106.6% | $7,354+117.8% | $6,343+152.5% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |