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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,773 | $76,368+33.3% | $67,681+50.4% | $154,746-34.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 19.84% | 1066.77%-1046.9pp | 590.58%-570.7pp | 172.34%-152.5pp |
| Employer contribution / active EE | $5,669 | $3,151+79.9% | $2,678+111.7% | $4,379+29.5% |
| Participant deferral / active EE | $6,193 | $4,824+28.4% | $3,976+55.8% | $6,730-8.0% |
| Admin fee / account holder | $9 | $8,559-99.9% | $6,100-99.9% | $14,365-99.9% |