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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,432 | $175,259-69.5% | $149,723-64.3% | $139,487-61.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 75.90% | 166.82%-90.9pp | 134.50%-58.6pp | 373.84%-297.9pp |
| Employer contribution / active EE | $5,197 | $5,478-5.1% | $4,821+7.8% | $4,755+9.3% |
| Participant deferral / active EE | $15,000 | $6,522+130.0% | $5,682+164.0% | $6,713+123.5% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |