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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,110 | $88,754+13.9% | $81,820+23.6% | $145,877-30.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.15% | 1031.77%-1018.6pp | 777.93%-764.8pp | 551.28%-538.1pp |
| Employer contribution / active EE | $5,758 | $3,085+86.6% | $2,915+97.5% | $4,663+23.5% |
| Participant deferral / active EE | $7,163 | $4,648+54.1% | $4,323+65.7% | $6,691+7.1% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |