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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,723 | $198,457-77.5% | $170,435-73.8% | $147,586-69.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.71% | 257.30%-238.6pp | 205.94%-187.2pp | 578.59%-559.9pp |
| Employer contribution / active EE | $9,400 | $6,183+52.0% | $5,432+73.0% | $4,876+92.8% |
| Participant deferral / active EE | $4,000 | $5,629-28.9% | $4,939-19.0% | $5,439-26.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |