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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,260 | $198,461-79.2% | $170,436-75.8% | $147,585-72.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 59.40% | 257.30%-197.9pp | 205.94%-146.5pp | 578.57%-519.2pp |
| Employer contribution / active EE | $26,166 | $6,184+323.2% | $5,433+381.6% | $4,876+436.6% |
| Participant deferral / active EE | $8,976 | $5,629+59.4% | $4,939+81.7% | $5,439+65.0% |
| Admin fee / account holder | $194 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |