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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,535 | $198,461-54.4% | $170,436-46.9% | $147,585-38.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.37% | 257.30%-245.9pp | 205.94%-194.6pp | 578.57%-567.2pp |
| Employer contribution / active EE | $11,402 | $6,184+84.4% | $5,433+109.9% | $4,876+133.8% |
| Participant deferral / active EE | $7,432 | $5,629+32.0% | $4,939+50.5% | $5,439+36.6% |
| Admin fee / account holder | $227 | $16,852-98.7% | $13,880-98.4% | $10,885-97.9% |