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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,016 | $209,422-82.8% | $178,503-79.8% | $158,982-77.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.49% | 188.81%-170.3pp | 151.12%-132.6pp | 302.99%-284.5pp |
| Employer contribution / active EE | $12,581 | $5,707+120.5% | $5,011+151.1% | $4,763+164.2% |
| Participant deferral / active EE | $8,625 | $5,955+44.8% | $5,202+65.8% | $5,983+44.1% |
| Admin fee / account holder | $241 | $17,079-98.6% | $13,987-98.3% | $11,252-97.9% |