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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,059 | $209,405-58.9% | $178,486-51.8% | $158,931-45.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 39.79% | 188.77%-149.0pp | 151.08%-111.3pp | 302.86%-263.1pp |
| Employer contribution / active EE | $23,561 | $5,707+312.9% | $5,011+370.2% | $4,761+394.8% |
| Participant deferral / active EE | $14,817 | $5,954+148.8% | $5,202+184.8% | $5,982+147.7% |
| Admin fee / account holder | $0 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |