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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,264 | $198,457-79.2% | $170,435-75.8% | $147,586-72.0% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 38.50% | 257.30%-218.8pp | 205.94%-167.4pp | 578.59%-540.1pp |
| Employer contribution / active EE | $13,507 | $6,183+118.4% | $5,432+148.6% | $4,876+177.0% |
| Participant deferral / active EE | $7,572 | $5,629+34.5% | $4,939+53.3% | $5,439+39.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |