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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,775 | $88,778+84.5% | $81,844+100.1% | $145,884+12.3% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 17.27% | 1033.03%-1015.8pp | 778.87%-761.6pp | 551.85%-534.6pp |
| Employer contribution / active EE | $9,956 | $3,087+222.5% | $2,916+241.4% | $4,662+113.5% |
| Participant deferral / active EE | $12,450 | $4,648+167.8% | $4,323+188.0% | $6,690+86.1% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |