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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,861 | $202,326-80.3% | $172,745-76.9% | $152,870-73.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 37.50% | 1029.72%-992.2pp | 802.90%-765.4pp | 345.34%-307.8pp |
| Employer contribution / active EE | $12,300 | $5,858+110.0% | $5,144+139.1% | $4,763+158.3% |
| Participant deferral / active EE | $11,422 | $5,948+92.0% | $5,197+119.8% | $5,850+95.2% |
| Admin fee / account holder | $13 | $17,110-99.9% | $13,954-99.9% | $11,597-99.9% |