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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,248 | $209,428-70.3% | $178,498-65.1% | $158,950-60.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.00% | 188.78%-174.8pp | 151.09%-137.1pp | 302.91%-288.9pp |
| Employer contribution / active EE | $11,844 | $5,707+107.5% | $5,011+136.4% | $4,762+148.7% |
| Participant deferral / active EE | $6,060 | $5,955+1.8% | $5,202+16.5% | $5,983+1.3% |
| Admin fee / account holder | $257 | $17,077-98.5% | $13,985-98.2% | $11,248-97.7% |