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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,029 | $175,259-70.9% | $149,723-65.9% | $139,487-63.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 34.31% | 166.82%-132.5pp | 134.50%-100.2pp | 373.84%-339.5pp |
| Employer contribution / active EE | $15,937 | $5,478+190.9% | $4,821+230.5% | $4,755+235.2% |
| Participant deferral / active EE | $2,344 | $6,522-64.1% | $5,682-58.8% | $6,713-65.1% |
| Admin fee / account holder | $115 | $16,158-99.3% | $13,215-99.1% | $11,407-99.0% |