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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,122 | $184,000-64.6% | $162,185-59.8% | $152,909-57.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 30.16% | 150.80%-120.6pp | 115.61%-85.5pp | 345.46%-315.3pp |
| Employer contribution / active EE | $6,327 | $6,370-0.7% | $5,613+12.7% | $4,764+32.8% |
| Participant deferral / active EE | $11,300 | $8,033+40.7% | $7,297+54.9% | $5,851+93.1% |
| Admin fee / account holder | $17 | $13,124-99.9% | $10,844-99.8% | $11,601-99.9% |