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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,023 | $183,988-78.2% | $162,177-75.3% | $152,897-73.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 29.77% | 150.79%-121.0pp | 115.60%-85.8pp | 345.43%-315.7pp |
| Employer contribution / active EE | $3,364 | $6,370-47.2% | $5,613-40.1% | $4,764-29.4% |
| Participant deferral / active EE | $11,871 | $8,032+47.8% | $7,297+62.7% | $5,851+102.9% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |