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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,130 | $175,257-52.6% | $149,717-44.5% | $139,456-40.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.48% | 166.70%-146.2pp | 134.41%-113.9pp | 373.45%-353.0pp |
| Employer contribution / active EE | $10,134 | $5,477+85.0% | $4,820+110.3% | $4,753+113.2% |
| Participant deferral / active EE | $8,542 | $6,521+31.0% | $5,682+50.3% | $6,711+27.3% |
| Admin fee / account holder | $272 | $16,156-98.3% | $13,213-97.9% | $11,407-97.6% |