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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,235 | $175,257-66.8% | $149,717-61.1% | $139,456-58.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.06% | 166.70%-146.6pp | 134.41%-114.3pp | 373.45%-353.4pp |
| Employer contribution / active EE | $8,359 | $5,477+52.6% | $4,820+73.4% | $4,753+75.9% |
| Participant deferral / active EE | $3,874 | $6,521-40.6% | $5,682-31.8% | $6,711-42.3% |
| Admin fee / account holder | $23 | $16,156-99.9% | $13,213-99.8% | $11,407-99.8% |