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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,632 | $176,120-54.8% | $159,487-50.1% | $167,553-52.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 30.06% | 331.95%-301.9pp | 263.71%-233.6pp | 478.89%-448.8pp |
| Employer contribution / active EE | $21,100 | $5,299+298.2% | $4,831+336.7% | $4,840+336.0% |
| Participant deferral / active EE | $14,963 | $7,752+93.0% | $7,354+103.5% | $6,343+135.9% |
| Admin fee / account holder | $188 | $12,561-98.5% | $10,804-98.3% | $12,316-98.5% |