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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,437 | $209,425-81.2% | $178,499-77.9% | $158,966-75.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 52.83% | 188.80%-136.0pp | 151.10%-98.3pp | 302.95%-250.1pp |
| Employer contribution / active EE | $9,714 | $5,707+70.2% | $5,011+93.8% | $4,762+104.0% |
| Participant deferral / active EE | $11,831 | $5,955+98.7% | $5,202+127.4% | $5,983+97.7% |
| Admin fee / account holder | $96 | $17,078-99.4% | $13,986-99.3% | $11,250-99.2% |