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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,639 | $165,381-50.0% | $149,730-44.8% | $158,966-48.0% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 57.86% | 348.29%-290.4pp | 276.70%-218.8pp | 302.95%-245.1pp |
| Employer contribution / active EE | $18,067 | $5,104+254.0% | $4,645+288.9% | $4,762+279.4% |
| Participant deferral / active EE | $11,691 | $7,182+62.8% | $6,843+70.9% | $5,983+95.4% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |