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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,157 | $105,210-64.7% | $159,487-76.7% | $85,851-56.7% |
| Participation rate | 96.1% | 75.8%+20.3pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 42.85% | 45.08%-2.2pp | 263.71%-220.9pp | 318.63%-275.8pp |
| Employer contribution / active EE | $20,278 | $3,319+511.0% | $4,831+319.7% | $2,565+690.4% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,804-100.0% | $6,261-100.0% |