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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,918 | $104,577+58.7% | $76,667+116.4% | $152,909+8.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 18.33% | 1014.36%-996.0pp | 1166.74%-1148.4pp | 345.46%-327.1pp |
| Employer contribution / active EE | $2,082 | $3,119-33.3% | $2,303-9.6% | $4,764-56.3% |
| Participant deferral / active EE | $4,121 | $4,237-2.8% | $3,336+23.5% | $5,851-29.6% |
| Admin fee / account holder | $11 | $12,290-99.9% | $6,423-99.8% | $11,601-99.9% |