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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,122 | $183,968-64.6% | $162,166-59.8% | $152,870-57.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 30.16% | 150.77%-120.6pp | 115.59%-85.4pp | 345.34%-315.2pp |
| Employer contribution / active EE | $6,327 | $6,371-0.7% | $5,614+12.7% | $4,763+32.8% |
| Participant deferral / active EE | $11,300 | $8,034+40.7% | $7,298+54.8% | $5,850+93.1% |
| Admin fee / account holder | $17 | $13,121-99.9% | $10,842-99.8% | $11,597-99.9% |