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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,872 | $209,425-79.5% | $178,499-76.0% | $158,966-73.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 41.79% | 188.80%-147.0pp | 151.10%-109.3pp | 302.95%-261.2pp |
| Employer contribution / active EE | $21,042 | $5,707+268.7% | $5,011+319.9% | $4,762+341.8% |
| Participant deferral / active EE | $21,042 | $5,955+253.3% | $5,202+304.5% | $5,983+251.7% |
| Admin fee / account holder | $20 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |