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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,411 | $175,259-80.9% | $149,723-77.7% | $139,487-76.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 36.49% | 166.82%-130.3pp | 134.50%-98.0pp | 373.84%-337.4pp |
| Employer contribution / active EE | $6,040 | $5,478+10.3% | $4,821+25.3% | $4,755+27.0% |
| Participant deferral / active EE | $11,494 | $6,522+76.2% | $5,682+102.3% | $6,713+71.2% |
| Admin fee / account holder | $35 | $16,158-99.8% | $13,215-99.7% | $11,407-99.7% |