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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,621 | $198,457-78.5% | $170,435-75.0% | $147,586-71.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 56.74% | 257.30%-200.6pp | 205.94%-149.2pp | 578.59%-521.9pp |
| Employer contribution / active EE | $1,818 | $6,183-70.6% | $5,432-66.5% | $4,876-62.7% |
| Participant deferral / active EE | $24,150 | $5,629+329.0% | $4,939+388.9% | $5,439+344.0% |
| Admin fee / account holder | $100 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |