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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,944 | $198,457-70.3% | $170,435-65.4% | $147,586-60.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.15% | 257.30%-237.2pp | 205.94%-185.8pp | 578.59%-558.4pp |
| Employer contribution / active EE | $14,285 | $6,183+131.0% | $5,432+163.0% | $4,876+192.9% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $60 | $16,852-99.6% | $13,881-99.6% | $10,886-99.4% |