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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,489 | $198,461-78.6% | $170,436-75.1% | $147,585-71.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.98% | 257.30%-230.3pp | 205.94%-179.0pp | 578.57%-551.6pp |
| Employer contribution / active EE | $2,741 | $6,184-55.7% | $5,433-49.5% | $4,876-43.8% |
| Participant deferral / active EE | $10,223 | $5,629+81.6% | $4,939+107.0% | $5,439+88.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |