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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,981 | $162,821-44.1% | $133,978-32.1% | $158,982-42.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 498.34% | 41.95%+456.4pp | 45.10%+453.2pp | 302.99%+195.3pp |
| Employer contribution / active EE | $11,793 | $4,976+137.0% | $3,919+200.9% | $4,763+147.6% |
| Participant deferral / active EE | $11,568 | $5,910+95.7% | $5,047+129.2% | $5,983+93.3% |
| Admin fee / account holder | $159 | $11,742-98.6% | $8,930-98.2% | $11,252-98.6% |