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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,448 | $183,978-74.2% | $162,171-70.7% | $152,885-69.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 33.37% | 150.78%-117.4pp | 115.60%-82.2pp | 345.39%-312.0pp |
| Employer contribution / active EE | $9,939 | $6,370+56.0% | $5,613+77.1% | $4,763+108.7% |
| Participant deferral / active EE | $9,167 | $8,033+14.1% | $7,297+25.6% | $5,851+56.7% |
| Admin fee / account holder | $13 | $13,122-99.9% | $10,843-99.9% | $11,598-99.9% |