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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,147 | $217,432-80.2% | $185,849-76.8% | $167,536-74.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 35.89% | 148.42%-112.5pp | 122.10%-86.2pp | 478.82%-442.9pp |
| Employer contribution / active EE | $9,100 | $5,875+54.9% | $5,169+76.1% | $4,839+88.1% |
| Participant deferral / active EE | $15,100 | $6,357+137.5% | $5,569+171.2% | $6,342+138.1% |
| Admin fee / account holder | $26 | $19,818-99.9% | $16,244-99.8% | $12,315-99.8% |