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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,868 | $183,978-77.8% | $162,171-74.8% | $152,885-73.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 35.81% | 150.78%-115.0pp | 115.60%-79.8pp | 345.39%-309.6pp |
| Employer contribution / active EE | $6,268 | $6,370-1.6% | $5,613+11.7% | $4,763+31.6% |
| Participant deferral / active EE | $12,260 | $8,033+52.6% | $7,297+68.0% | $5,851+109.5% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |