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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,920 | $144,130-73.7% | $117,861-67.8% | $147,586-74.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 23.41% | 531.20%-507.8pp | 335.11%-311.7pp | 578.59%-555.2pp |
| Employer contribution / active EE | $9,784 | $4,897+99.8% | $3,786+158.4% | $4,876+100.6% |
| Participant deferral / active EE | $7,486 | $5,316+40.8% | $4,482+67.0% | $5,439+37.6% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |