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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,502 | $165,399-77.9% | $149,745-75.6% | $158,982-77.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 61.18% | 348.34%-287.2pp | 276.72%-215.5pp | 302.99%-241.8pp |
| Employer contribution / active EE | $8,489 | $5,105+66.3% | $4,646+82.7% | $4,763+78.2% |
| Participant deferral / active EE | $9,070 | $7,183+26.3% | $6,843+32.5% | $5,983+51.6% |
| Admin fee / account holder | $156 | $10,811-98.6% | $9,312-98.3% | $11,252-98.6% |