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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,267 | $88,815+46.7% | $81,882+59.1% | $145,897-10.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.40% | 1033.75%-1013.3pp | 779.47%-759.1pp | 552.29%-531.9pp |
| Employer contribution / active EE | $4,738 | $3,086+53.5% | $2,916+62.5% | $4,663+1.6% |
| Participant deferral / active EE | $27,000 | $4,647+481.0% | $4,323+524.6% | $6,689+303.6% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |