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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,440 | $88,702+36.9% | $81,780+48.5% | $145,978-16.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.74% | 1029.12%-1015.4pp | 776.27%-762.5pp | 550.52%-536.8pp |
| Employer contribution / active EE | $5,470 | $3,084+77.3% | $2,914+87.7% | $4,662+17.3% |
| Participant deferral / active EE | $9,364 | $4,645+101.6% | $4,321+116.7% | $6,690+40.0% |
| Admin fee / account holder | $58 | $8,414-99.3% | $7,384-99.2% | $13,400-99.6% |