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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,349 | $160,059-59.8% | $140,019-54.0% | $135,380-52.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 86.78% | 911.48%-824.7pp | 651.17%-564.4pp | 519.81%-433.0pp |
| Employer contribution / active EE | $7,683 | $6,420+19.7% | $5,605+37.1% | $4,779+60.8% |
| Participant deferral / active EE | $21,500 | $7,641+181.4% | $6,927+210.4% | $5,609+283.3% |
| Admin fee / account holder | $50 | $13,328-99.6% | $10,705-99.5% | $10,828-99.5% |