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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,762 | $198,461-81.0% | $170,436-77.8% | $147,585-74.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.16% | 257.30%-235.1pp | 205.94%-183.8pp | 578.57%-556.4pp |
| Employer contribution / active EE | $11,160 | $6,184+80.5% | $5,433+105.4% | $4,876+128.8% |
| Participant deferral / active EE | $6,388 | $5,629+13.5% | $4,939+29.3% | $5,439+17.4% |
| Admin fee / account holder | $88 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |