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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,715 | $183,968-64.8% | $162,166-60.1% | $152,870-57.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.27% | 150.77%-122.5pp | 115.59%-87.3pp | 345.34%-317.1pp |
| Employer contribution / active EE | $14,144 | $6,371+122.0% | $5,614+151.9% | $4,763+197.0% |
| Participant deferral / active EE | $12,925 | $8,034+60.9% | $7,298+77.1% | $5,850+120.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,842-100.0% | $11,597-100.0% |