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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,440 | $88,778+36.8% | $81,844+48.4% | $145,884-16.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.74% | 1033.03%-1019.3pp | 778.87%-765.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $5,470 | $3,087+77.2% | $2,916+87.6% | $4,662+17.3% |
| Participant deferral / active EE | $9,364 | $4,648+101.4% | $4,323+116.6% | $6,690+40.0% |
| Admin fee / account holder | $58 | $8,430-99.3% | $7,355-99.2% | $13,392-99.6% |