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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,946 | $149,040+18.7% | $120,225+47.2% | $137,256+28.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.77% | 605.68%-585.9pp | 439.23%-419.5pp | 220.34%-200.6pp |
| Employer contribution / active EE | $7,428 | $4,350+70.8% | $3,475+113.7% | $4,156+78.7% |
| Participant deferral / active EE | $20,205 | $4,655+334.1% | $3,999+405.3% | $6,407+215.4% |
| Admin fee / account holder | $180 | $6,348-97.2% | $5,696-96.8% | $12,270-98.5% |