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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,670 | $180,466-83.6% | $154,114-80.7% | $135,382-78.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 36.18% | 888.15%-852.0pp | 735.16%-699.0pp | 519.77%-483.6pp |
| Employer contribution / active EE | $7,156 | $6,035+18.6% | $5,298+35.1% | $4,779+49.7% |
| Participant deferral / active EE | $17,706 | $5,806+204.9% | $5,081+248.5% | $5,609+215.7% |
| Admin fee / account holder | $15 | $16,144-99.9% | $13,411-99.9% | $10,829-99.9% |