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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,835 | $198,457-22.5% | $170,435-9.7% | $147,586+4.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 248.74% | 257.30%-8.6pp | 205.94%+42.8pp | 578.59%-329.9pp |
| Employer contribution / active EE | $9,790 | $6,183+58.3% | $5,432+80.2% | $4,876+100.8% |
| Participant deferral / active EE | $8,916 | $5,629+58.4% | $4,939+80.5% | $5,439+63.9% |
| Admin fee / account holder | $40 | $16,852-99.8% | $13,881-99.7% | $10,886-99.6% |