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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,921 | $106,008+23.5% | $92,240+41.9% | $147,586-11.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 26.05% | 50.05%-24.0pp | 176.29%-150.2pp | 578.59%-552.5pp |
| Employer contribution / active EE | $6,572 | $4,333+51.7% | $3,680+78.6% | $4,876+34.8% |
| Participant deferral / active EE | $6,108 | $4,478+36.4% | $3,897+56.7% | $5,439+12.3% |
| Admin fee / account holder | $94 | $6,333-98.5% | $5,194-98.2% | $10,886-99.1% |