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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,478 | $171,867-77.6% | $149,721-74.3% | $147,586-73.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 33.36% | 2113.36%-2080.0pp | 1501.67%-1468.3pp | 578.59%-545.2pp |
| Employer contribution / active EE | $9,040 | $6,275+44.1% | $5,444+66.0% | $4,876+85.4% |
| Participant deferral / active EE | $13,821 | $7,270+90.1% | $6,568+110.4% | $5,439+154.1% |
| Admin fee / account holder | $179 | $13,799-98.7% | $11,282-98.4% | $10,886-98.4% |