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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,878 | $175,259-75.5% | $149,723-71.4% | $139,487-69.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 31.69% | 166.82%-135.1pp | 134.50%-102.8pp | 373.84%-342.2pp |
| Employer contribution / active EE | $10,282 | $5,478+87.7% | $4,821+113.3% | $4,755+116.2% |
| Participant deferral / active EE | $14,001 | $6,522+114.7% | $5,682+146.4% | $6,713+108.6% |
| Admin fee / account holder | $19 | $16,158-99.9% | $13,215-99.9% | $11,407-99.8% |