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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,725 | $176,120-75.2% | $159,487-72.6% | $167,553-73.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.12% | 331.95%-317.8pp | 263.71%-249.6pp | 478.89%-464.8pp |
| Employer contribution / active EE | $23,222 | $5,299+338.2% | $4,831+380.7% | $4,840+379.8% |
| Participant deferral / active EE | $14,672 | $7,752+89.3% | $7,354+99.5% | $6,343+131.3% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |