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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,671 | $102,595+46.9% | $94,057+60.2% | $154,746-2.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 21.64% | 583.42%-561.8pp | 480.62%-459.0pp | 172.34%-150.7pp |
| Employer contribution / active EE | $5,984 | $3,147+90.1% | $2,933+104.0% | $4,379+36.6% |
| Participant deferral / active EE | $9,650 | $5,118+88.5% | $4,709+104.9% | $6,730+43.4% |
| Admin fee / account holder | $60 | $7,736-99.2% | $7,244-99.2% | $14,365-99.6% |