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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,686 | $165,381-79.6% | $149,730-77.5% | $158,966-78.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 121.52% | 348.29%-226.8pp | 276.70%-155.2pp | 302.95%-181.4pp |
| Employer contribution / active EE | $5,682 | $5,104+11.3% | $4,645+22.3% | $4,762+19.3% |
| Participant deferral / active EE | $13,000 | $7,182+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |