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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,460 | $138,114-77.9% | $125,391-75.7% | $134,545-77.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 38.49% | 750.88%-712.4pp | 572.41%-533.9pp | 418.37%-379.9pp |
| Employer contribution / active EE | $10,431 | $5,246+98.8% | $4,816+116.6% | $4,742+120.0% |
| Participant deferral / active EE | $9,498 | $7,801+21.8% | $7,448+27.5% | $6,401+48.4% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |