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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,929 | $90,530+93.2% | $76,030+130.1% | $145,897+19.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.18% | 625.08%-609.9pp | 361.54%-346.4pp | 552.29%-537.1pp |
| Employer contribution / active EE | $11,603 | $3,319+249.6% | $2,688+331.7% | $4,663+148.9% |
| Participant deferral / active EE | $11,322 | $5,164+119.2% | $4,257+165.9% | $6,689+69.2% |
| Admin fee / account holder | $161 | $8,383-98.1% | $6,421-97.5% | $13,390-98.8% |