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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,646 | $184,000-80.6% | $162,185-78.0% | $152,909-76.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 37.70% | 150.80%-113.1pp | 115.61%-77.9pp | 345.46%-307.8pp |
| Employer contribution / active EE | $7,569 | $6,370+18.8% | $5,613+34.8% | $4,764+58.9% |
| Participant deferral / active EE | $6,388 | $8,033-20.5% | $7,297-12.5% | $5,851+9.2% |
| Admin fee / account holder | $22 | $13,124-99.8% | $10,844-99.8% | $11,601-99.8% |