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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,725 | $217,432-84.9% | $185,851-82.4% | $167,553-80.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 151.13% | 148.43%+2.7pp | 122.11%+29.0pp | 478.89%-327.8pp |
| Employer contribution / active EE | $8,534 | $5,874+45.3% | $5,168+65.1% | $4,840+76.3% |
| Participant deferral / active EE | $7,802 | $6,357+22.7% | $5,569+40.1% | $6,343+23.0% |
| Admin fee / account holder | $220 | $19,820-98.9% | $16,245-98.6% | $12,316-98.2% |