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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,832 | $180,466-42.5% | $154,114-32.6% | $135,382-23.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 344.58% | 888.15%-543.6pp | 735.16%-390.6pp | 519.77%-175.2pp |
| Employer contribution / active EE | $7,695 | $6,035+27.5% | $5,298+45.2% | $4,779+61.0% |
| Participant deferral / active EE | $5,594 | $5,806-3.7% | $5,081+10.1% | $5,609-0.3% |
| Admin fee / account holder | $110 | $16,144-99.3% | $13,411-99.2% | $10,829-99.0% |