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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,397 | $175,257-61.5% | $149,717-55.0% | $139,456-51.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.25% | 166.70%-146.5pp | 134.41%-114.2pp | 373.45%-353.2pp |
| Employer contribution / active EE | $11,209 | $5,477+104.7% | $4,820+132.6% | $4,753+135.9% |
| Participant deferral / active EE | $6,079 | $6,521-6.8% | $5,682+7.0% | $6,711-9.4% |
| Admin fee / account holder | $286 | $16,156-98.2% | $13,213-97.8% | $11,407-97.5% |