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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,928 | $99,011+42.3% | $86,582+62.8% | $147,586-4.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.61% | 1312.75%-1301.1pp | 965.08%-953.5pp | 578.59%-567.0pp |
| Employer contribution / active EE | $2,946 | $3,132-5.9% | $2,839+3.8% | $4,876-39.6% |
| Participant deferral / active EE | $9,398 | $3,972+136.6% | $3,609+160.4% | $5,439+72.8% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |