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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,170 | $138,075-76.0% | $123,552-73.2% | $135,379-75.5% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | 57.68% | 153.70%-96.0pp | 119.20%-61.5pp | 519.79%-462.1pp |
| Employer contribution / active EE | $7,369 | $5,152+43.0% | $4,628+59.2% | $4,779+54.2% |
| Participant deferral / active EE | $9,181 | $6,800+35.0% | $6,426+42.9% | $5,609+63.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |