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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,077 | $88,702+52.3% | $81,780+65.2% | $145,978-7.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.41% | 1029.12%-1011.7pp | 776.27%-758.9pp | 550.52%-533.1pp |
| Employer contribution / active EE | $5,925 | $3,084+92.1% | $2,914+103.3% | $4,662+27.1% |
| Participant deferral / active EE | $7,576 | $4,645+63.1% | $4,321+75.3% | $6,690+13.2% |
| Admin fee / account holder | $160 | $8,414-98.1% | $7,384-97.8% | $13,400-98.8% |