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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,785 | $209,422-84.3% | $178,503-81.6% | $158,982-79.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 42.91% | 188.81%-145.9pp | 151.12%-108.2pp | 302.99%-260.1pp |
| Employer contribution / active EE | $7,784 | $5,707+36.4% | $5,011+55.3% | $4,763+63.4% |
| Participant deferral / active EE | $4,386 | $5,955-26.4% | $5,202-15.7% | $5,983-26.7% |
| Admin fee / account holder | $76 | $17,079-99.6% | $13,987-99.5% | $11,252-99.3% |