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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,746 | $97,732+26.6% | $83,831+47.6% | $135,380-8.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 7.38% | 1287.56%-1280.2pp | 850.99%-843.6pp | 519.81%-512.4pp |
| Employer contribution / active EE | $26,000 | $4,222+515.8% | $3,631+616.0% | $4,779+444.1% |
| Participant deferral / active EE | $16,333 | $4,683+248.8% | $4,082+300.1% | $5,609+191.2% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |