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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,114 | $175,231-54.3% | $149,696-46.5% | $139,466-42.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.83% | 166.77%-135.9pp | 134.46%-103.6pp | 373.66%-342.8pp |
| Employer contribution / active EE | $18,250 | $5,478+233.2% | $4,821+278.6% | $4,754+283.9% |
| Participant deferral / active EE | $12,470 | $6,521+91.2% | $5,682+119.5% | $6,712+85.8% |
| Admin fee / account holder | $187 | $16,155-98.8% | $13,212-98.6% | $11,409-98.4% |