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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,698 | $171,867+36.6% | $149,721+56.8% | $147,586+59.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.37% | 2113.36%-2104.0pp | 1501.67%-1492.3pp | 578.59%-569.2pp |
| Employer contribution / active EE | $3,207 | $6,275-48.9% | $5,444-41.1% | $4,876-34.2% |
| Participant deferral / active EE | $3,248 | $7,270-55.3% | $6,568-50.6% | $5,439-40.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |