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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,200 | $99,011+31.5% | $86,582+50.4% | $147,586-11.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.33% | 1312.75%-1294.4pp | 965.08%-946.8pp | 578.59%-560.3pp |
| Employer contribution / active EE | $8,800 | $3,132+180.9% | $2,839+209.9% | $4,876+80.5% |
| Participant deferral / active EE | $9,026 | $3,972+127.2% | $3,609+150.1% | $5,439+66.0% |
| Admin fee / account holder | $71 | $5,709-98.7% | $4,904-98.5% | $10,886-99.3% |