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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,760 | $184,000-67.5% | $162,185-63.2% | $152,909-60.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 519.62% | 150.80%+368.8pp | 115.61%+404.0pp | 345.46%+174.2pp |
| Employer contribution / active EE | $5,100 | $6,370-19.9% | $5,613-9.1% | $4,764+7.1% |
| Participant deferral / active EE | $8,298 | $8,033+3.3% | $7,297+13.7% | $5,851+41.8% |
| Admin fee / account holder | $64 | $13,124-99.5% | $10,844-99.4% | $11,601-99.5% |