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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,345 | $165,399-32.7% | $149,745-25.6% | $158,982-30.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 37.45% | 348.34%-310.9pp | 276.72%-239.3pp | 302.99%-265.5pp |
| Employer contribution / active EE | $9,370 | $5,105+83.6% | $4,646+101.7% | $4,763+96.7% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $223 | $10,811-97.9% | $9,312-97.6% | $11,252-98.0% |