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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,042 | $109,411+20.7% | $89,435+47.6% | $158,982-16.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 483.60% | 345.68%+137.9pp | 245.55%+238.0pp | 302.99%+180.6pp |
| Employer contribution / active EE | $1,836 | $3,173-42.1% | $2,587-29.0% | $4,763-61.5% |
| Participant deferral / active EE | $17,575 | $4,600+282.1% | $3,890+351.8% | $5,983+193.7% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |