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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,359 | $88,710+84.1% | $81,783+99.7% | $145,959+11.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.09% | 1027.26%-1007.2pp | 775.05%-755.0pp | 561.95%-541.9pp |
| Employer contribution / active EE | $9,038 | $3,083+193.1% | $2,913+210.3% | $4,661+93.9% |
| Participant deferral / active EE | $10,348 | $4,645+122.8% | $4,320+139.5% | $6,689+54.7% |
| Admin fee / account holder | $10 | $8,407-99.9% | $7,380-99.9% | $13,398-99.9% |