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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,413 | $88,710+80.8% | $81,783+96.1% | $145,959+9.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.93% | 1027.26%-1017.3pp | 775.05%-765.1pp | 561.95%-552.0pp |
| Employer contribution / active EE | $6,775 | $3,083+119.7% | $2,913+132.6% | $4,661+45.4% |
| Participant deferral / active EE | $6,774 | $4,645+45.8% | $4,320+56.8% | $6,689+1.3% |
| Admin fee / account holder | $12 | $8,407-99.9% | $7,380-99.8% | $13,398-99.9% |