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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,040 | $198,457-80.3% | $170,435-77.1% | $147,586-73.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 795.75% | 257.30%+538.4pp | 205.94%+589.8pp | 578.59%+217.2pp |
| Employer contribution / active EE | $5,259 | $6,183-15.0% | $5,432-3.2% | $4,876+7.8% |
| Participant deferral / active EE | $5,579 | $5,629-0.9% | $4,939+12.9% | $5,439+2.6% |
| Admin fee / account holder | $298 | $16,852-98.2% | $13,881-97.9% | $10,886-97.3% |