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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,908 | $209,422-82.9% | $178,503-79.9% | $158,982-77.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 39.03% | 188.81%-149.8pp | 151.12%-112.1pp | 302.99%-264.0pp |
| Employer contribution / active EE | $2,406 | $5,707-57.8% | $5,011-52.0% | $4,763-49.5% |
| Participant deferral / active EE | $6,847 | $5,955+15.0% | $5,202+31.6% | $5,983+14.4% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |