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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,771 | $202,342-80.8% | $172,753-77.6% | $152,909-74.6% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 38.37% | 1029.88%-991.5pp | 803.00%-764.6pp | 345.46%-307.1pp |
| Employer contribution / active EE | $3,649 | $5,857-37.7% | $5,144-29.1% | $4,764-23.4% |
| Participant deferral / active EE | $10,715 | $5,948+80.1% | $5,198+106.2% | $5,851+83.1% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |