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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,122 | $209,422-77.0% | $178,503-73.0% | $158,982-69.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.28% | 188.81%-166.5pp | 151.12%-128.8pp | 302.99%-280.7pp |
| Employer contribution / active EE | $2,040 | $5,707-64.3% | $5,011-59.3% | $4,763-57.2% |
| Participant deferral / active EE | $20,800 | $5,955+249.3% | $5,202+299.8% | $5,983+247.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |