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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,749 | $88,778+11.2% | $81,844+20.7% | $145,884-32.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.59% | 1033.03%-1017.4pp | 778.87%-763.3pp | 551.85%-536.3pp |
| Employer contribution / active EE | $5,112 | $3,087+65.6% | $2,916+75.3% | $4,662+9.6% |
| Participant deferral / active EE | $5,680 | $4,648+22.2% | $4,323+31.4% | $6,690-15.1% |
| Admin fee / account holder | $95 | $8,430-98.9% | $7,355-98.7% | $13,392-99.3% |