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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,535 | $118,708+10.8% | $98,920+33.0% | $158,966-17.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 36.65% | 372.49%-335.8pp | 196.47%-159.8pp | 302.95%-266.3pp |
| Employer contribution / active EE | $8,218 | $3,334+146.5% | $2,689+205.6% | $4,762+72.6% |
| Participant deferral / active EE | $5,930 | $5,089+16.5% | $4,245+39.7% | $5,983-0.9% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |