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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,918 | $176,077-79.6% | $159,455-77.5% | $167,518-78.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.01% | 331.83%-306.8pp | 263.63%-238.6pp | 478.71%-453.7pp |
| Employer contribution / active EE | $11,153 | $5,298+110.5% | $4,830+130.9% | $4,838+130.5% |
| Participant deferral / active EE | $8,533 | $7,751+10.1% | $7,353+16.0% | $6,342+34.5% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |