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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,269 | $88,710+50.2% | $81,783+63.0% | $145,959-8.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.30% | 1027.26%-1016.0pp | 775.05%-763.8pp | 561.95%-550.6pp |
| Employer contribution / active EE | $9,200 | $3,083+198.4% | $2,913+215.9% | $4,661+97.4% |
| Participant deferral / active EE | $4,670 | $4,645+0.5% | $4,320+8.1% | $6,689-30.2% |
| Admin fee / account holder | $61 | $8,407-99.3% | $7,380-99.2% | $13,398-99.5% |