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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,799 | $198,462-76.4% | $170,439-72.5% | $147,585-68.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 32.67% | 257.30%-224.6pp | 205.94%-173.3pp | 578.58%-545.9pp |
| Employer contribution / active EE | $2,946 | $6,184-52.4% | $5,433-45.8% | $4,876-39.6% |
| Participant deferral / active EE | $18,000 | $5,629+219.7% | $4,939+264.4% | $5,439+231.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |