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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,901 | $88,702+67.9% | $81,780+82.1% | $145,978+2.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.55% | 1029.12%-1018.6pp | 776.27%-765.7pp | 550.52%-540.0pp |
| Employer contribution / active EE | $2,059 | $3,084-33.2% | $2,914-29.3% | $4,662-55.8% |
| Participant deferral / active EE | $925 | $4,645-80.1% | $4,321-78.6% | $6,690-86.2% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |