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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,880 | $99,011+4.9% | $86,582+20.0% | $147,586-29.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.62% | 1312.75%-1293.1pp | 965.08%-945.5pp | 578.59%-559.0pp |
| Employer contribution / active EE | $8,435 | $3,132+169.3% | $2,839+197.1% | $4,876+73.0% |
| Participant deferral / active EE | $12,818 | $3,972+222.7% | $3,609+255.2% | $5,439+135.7% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |