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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,480 | $99,017+52.0% | $86,587+73.8% | $147,585+2.0% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 9.83% | 1312.37%-1302.5pp | 964.86%-955.0pp | 578.56%-568.7pp |
| Employer contribution / active EE | $6,540 | $3,132+108.8% | $2,839+130.3% | $4,876+34.1% |
| Participant deferral / active EE | $7,081 | $3,972+78.3% | $3,609+96.2% | $5,439+30.2% |
| Admin fee / account holder | $50 | $5,710-99.1% | $4,906-99.0% | $10,885-99.5% |