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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,117 | $209,422-51.2% | $178,503-42.8% | $158,982-35.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.86% | 188.81%-158.9pp | 151.12%-121.3pp | 302.99%-273.1pp |
| Employer contribution / active EE | $18,221 | $5,707+219.3% | $5,011+263.6% | $4,763+282.6% |
| Participant deferral / active EE | $13,000 | $5,955+118.3% | $5,202+149.9% | $5,983+117.3% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |