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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,997 | $176,105-52.3% | $159,474-47.3% | $167,536-49.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.65% | 331.91%-319.3pp | 263.68%-251.0pp | 478.82%-466.2pp |
| Employer contribution / active EE | $8,669 | $5,299+63.6% | $4,831+79.4% | $4,839+79.1% |
| Participant deferral / active EE | $9,929 | $7,751+28.1% | $7,353+35.0% | $6,342+56.5% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |