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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,112 | $198,457-83.3% | $170,435-80.6% | $147,586-77.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.52% | 257.30%-239.8pp | 205.94%-188.4pp | 578.59%-561.1pp |
| Employer contribution / active EE | $9,838 | $6,183+59.1% | $5,432+81.1% | $4,876+101.7% |
| Participant deferral / active EE | $7,451 | $5,629+32.4% | $4,939+50.8% | $5,439+37.0% |
| Admin fee / account holder | $72 | $16,852-99.6% | $13,881-99.5% | $10,886-99.3% |