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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,421 | $217,432-83.2% | $185,849-80.4% | $167,536-78.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.80% | 148.42%-124.6pp | 122.10%-98.3pp | 478.82%-455.0pp |
| Employer contribution / active EE | $11,366 | $5,875+93.5% | $5,169+119.9% | $4,839+134.9% |
| Participant deferral / active EE | $21,932 | $6,357+245.0% | $5,569+293.8% | $6,342+245.8% |
| Admin fee / account holder | $161 | $19,818-99.2% | $16,244-99.0% | $12,315-98.7% |