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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,269 | $88,815+50.1% | $81,882+62.8% | $145,897-8.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.30% | 1033.75%-1022.4pp | 779.47%-768.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $9,200 | $3,086+198.1% | $2,916+215.5% | $4,663+97.3% |
| Participant deferral / active EE | $4,670 | $4,647+0.5% | $4,323+8.0% | $6,689-30.2% |
| Admin fee / account holder | $61 | $8,434-99.3% | $7,360-99.2% | $13,390-99.5% |