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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,091 | $209,422-83.7% | $178,503-80.9% | $158,982-78.6% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 38.47% | 188.81%-150.3pp | 151.12%-112.6pp | 302.99%-264.5pp |
| Employer contribution / active EE | $16,887 | $5,707+195.9% | $5,011+237.0% | $4,763+254.6% |
| Participant deferral / active EE | $7,956 | $5,955+33.6% | $5,202+52.9% | $5,983+33.0% |
| Admin fee / account holder | $143 | $17,079-99.2% | $13,987-99.0% | $11,252-98.7% |