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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,342 | $197,637-57.3% | $177,848-52.6% | $158,982-46.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 177.28% | 58.77%+118.5pp | 48.33%+128.9pp | 302.99%-125.7pp |
| Employer contribution / active EE | $38,000 | $6,698+467.3% | $5,919+542.0% | $4,763+697.8% |
| Participant deferral / active EE | $43,320 | $8,405+415.4% | $7,714+461.6% | $5,983+624.0% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |