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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,628 | $176,105-70.1% | $159,474-67.0% | $167,536-68.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 37.87% | 331.91%-294.0pp | 263.68%-225.8pp | 478.82%-440.9pp |
| Employer contribution / active EE | $6,268 | $5,299+18.3% | $4,831+29.8% | $4,839+29.5% |
| Participant deferral / active EE | $12,213 | $7,751+57.6% | $7,353+66.1% | $6,342+92.6% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |