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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,353 | $176,105-60.1% | $159,474-55.9% | $167,536-58.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 28.66% | 331.91%-303.2pp | 263.68%-235.0pp | 478.82%-450.2pp |
| Employer contribution / active EE | $8,305 | $5,299+56.7% | $4,831+71.9% | $4,839+71.6% |
| Participant deferral / active EE | $14,080 | $7,751+81.6% | $7,353+91.5% | $6,342+122.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |