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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,831 | $160,028-75.1% | $147,080-72.9% | $145,884-72.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.22% | 98.60%-64.4pp | 420.17%-385.9pp | 551.85%-517.6pp |
| Employer contribution / active EE | $16,428 | $5,286+210.8% | $4,933+233.0% | $4,662+252.4% |
| Participant deferral / active EE | $14,657 | $8,422+74.0% | $8,066+81.7% | $6,690+119.1% |
| Admin fee / account holder | $19 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |