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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,111 | $202,342-84.1% | $172,752-81.4% | $152,897-79.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.94% | 1029.83%-1004.9pp | 802.97%-778.0pp | 345.43%-320.5pp |
| Employer contribution / active EE | $7,500 | $5,858+28.0% | $5,144+45.8% | $4,764+57.4% |
| Participant deferral / active EE | $7,500 | $5,948+26.1% | $5,198+44.3% | $5,851+28.2% |
| Admin fee / account holder | $182 | $17,111-98.9% | $13,955-98.7% | $11,599-98.4% |