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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,294 | $88,702+177.7% | $81,780+201.2% | $145,978+68.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.39% | 1029.12%-1008.7pp | 776.27%-755.9pp | 550.52%-530.1pp |
| Employer contribution / active EE | $8,340 | $3,084+170.4% | $2,914+186.2% | $4,662+78.9% |
| Participant deferral / active EE | $24,563 | $4,645+428.8% | $4,321+468.5% | $6,690+267.2% |
| Admin fee / account holder | $60 | $8,414-99.3% | $7,384-99.2% | $13,400-99.6% |