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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,471 | $209,422-82.6% | $178,503-79.6% | $158,982-77.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.57% | 188.81%-180.2pp | 151.12%-142.5pp | 302.99%-294.4pp |
| Employer contribution / active EE | $6,536 | $5,707+14.5% | $5,011+30.4% | $4,763+37.2% |
| Participant deferral / active EE | $4,339 | $5,955-27.1% | $5,202-16.6% | $5,983-27.5% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |