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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,349 | $209,888-83.2% | $189,545-81.4% | $167,553-78.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 40.94% | 748.66%-707.7pp | 555.36%-514.4pp | 478.89%-438.0pp |
| Employer contribution / active EE | $3,302 | $6,915-52.3% | $6,162-46.4% | $4,840-31.8% |
| Participant deferral / active EE | $13,430 | $8,934+50.3% | $8,220+63.4% | $6,343+111.7% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |