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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,572 | $144,130-75.3% | $117,861-69.8% | $147,586-75.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 24.43% | 531.20%-506.8pp | 335.11%-310.7pp | 578.59%-554.2pp |
| Employer contribution / active EE | $8,770 | $4,897+79.1% | $3,786+131.6% | $4,876+79.9% |
| Participant deferral / active EE | $9,205 | $5,316+73.1% | $4,482+105.4% | $5,439+69.3% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |