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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,601 | $88,778+126.0% | $81,844+145.1% | $145,884+37.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.24% | 1033.03%-1020.8pp | 778.87%-766.6pp | 551.85%-539.6pp |
| Employer contribution / active EE | $4,619 | $3,087+49.6% | $2,916+58.4% | $4,662-0.9% |
| Participant deferral / active EE | $11,800 | $4,648+153.9% | $4,323+172.9% | $6,690+76.4% |
| Admin fee / account holder | $13 | $8,430-99.9% | $7,355-99.8% | $13,392-99.9% |