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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,858 | $202,342-72.4% | $172,752-67.7% | $152,897-63.5% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 30.29% | 1029.83%-999.5pp | 802.97%-772.7pp | 345.43%-315.1pp |
| Employer contribution / active EE | $12,500 | $5,858+113.4% | $5,144+143.0% | $4,764+162.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $55 | $17,111-99.7% | $13,955-99.6% | $11,599-99.5% |