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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,086 | $198,457-55.6% | $170,435-48.3% | $147,586-40.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 32.70% | 257.30%-224.6pp | 205.94%-173.2pp | 578.59%-545.9pp |
| Employer contribution / active EE | $7,712 | $6,183+24.7% | $5,432+42.0% | $4,876+58.1% |
| Participant deferral / active EE | $24,000 | $5,629+326.3% | $4,939+385.9% | $5,439+341.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |