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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,359 | $88,815+83.9% | $81,882+99.5% | $145,897+12.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.09% | 1033.75%-1013.7pp | 779.47%-759.4pp | 552.29%-532.2pp |
| Employer contribution / active EE | $9,038 | $3,086+192.8% | $2,916+209.9% | $4,663+93.8% |
| Participant deferral / active EE | $10,348 | $4,647+122.7% | $4,323+139.4% | $6,689+54.7% |
| Admin fee / account holder | $10 | $8,434-99.9% | $7,360-99.9% | $13,390-99.9% |