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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,917 | $110,379+36.7% | $102,412+47.4% | $145,884+3.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 250.48% | 24.84%+225.6pp | 24.94%+225.5pp | 551.85%-301.4pp |
| Employer contribution / active EE | $5,284 | $4,216+25.3% | $3,870+36.5% | $4,662+13.3% |
| Participant deferral / active EE | $9,426 | $5,622+67.7% | $5,060+86.3% | $6,690+40.9% |
| Admin fee / account holder | $81 | $9,745-99.2% | $8,388-99.0% | $13,392-99.4% |