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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,179 | $175,231-81.1% | $149,696-77.8% | $139,466-76.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.94% | 166.77%-149.8pp | 134.46%-117.5pp | 373.66%-356.7pp |
| Employer contribution / active EE | $8,892 | $5,478+62.3% | $4,821+84.5% | $4,754+87.0% |
| Participant deferral / active EE | $10,000 | $6,521+53.3% | $5,682+76.0% | $6,712+49.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |