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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,991 | $176,077-80.7% | $159,455-78.7% | $167,518-79.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.41% | 331.83%-314.4pp | 263.63%-246.2pp | 478.71%-461.3pp |
| Employer contribution / active EE | $7,721 | $5,298+45.7% | $4,830+59.9% | $4,838+59.6% |
| Participant deferral / active EE | $10,400 | $7,751+34.2% | $7,353+41.4% | $6,342+64.0% |
| Admin fee / account holder | $18 | $12,556-99.9% | $10,800-99.8% | $12,312-99.9% |