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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,096 | $198,462-64.7% | $170,439-58.9% | $147,585-52.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 147.25% | 257.30%-110.1pp | 205.94%-58.7pp | 578.58%-431.3pp |
| Employer contribution / active EE | $10,081 | $6,184+63.0% | $5,433+85.6% | $4,876+106.7% |
| Participant deferral / active EE | $10,884 | $5,629+93.3% | $4,939+120.3% | $5,439+100.1% |
| Admin fee / account holder | $156 | $16,852-99.1% | $13,881-98.9% | $10,886-98.6% |