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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,444 | $209,888-33.6% | $189,545-26.4% | $167,553-16.8% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 85.51% | 748.66%-663.2pp | 555.36%-469.9pp | 478.89%-393.4pp |
| Employer contribution / active EE | $9,396 | $6,915+35.9% | $6,162+52.5% | $4,840+94.1% |
| Participant deferral / active EE | $11,503 | $8,934+28.7% | $8,220+39.9% | $6,343+81.4% |
| Admin fee / account holder | $26 | $14,300-99.8% | $12,049-99.8% | $12,316-99.8% |