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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,202 | $88,710+130.2% | $81,783+149.7% | $145,959+39.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 28.33% | 1027.26%-998.9pp | 775.05%-746.7pp | 561.95%-533.6pp |
| Employer contribution / active EE | $3,499 | $3,083+13.5% | $2,913+20.1% | $4,661-24.9% |
| Participant deferral / active EE | $9,195 | $4,645+98.0% | $4,320+112.8% | $6,689+37.5% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |