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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,775 | $209,422-81.0% | $178,503-77.7% | $158,982-75.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 38.95% | 188.81%-149.9pp | 151.12%-112.2pp | 302.99%-264.0pp |
| Employer contribution / active EE | $9,041 | $5,707+58.4% | $5,011+80.4% | $4,763+89.8% |
| Participant deferral / active EE | $13,057 | $5,955+119.3% | $5,202+151.0% | $5,983+118.2% |
| Admin fee / account holder | $266 | $17,079-98.4% | $13,987-98.1% | $11,252-97.6% |