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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,765 | $176,688+22.1% | $130,660+65.1% | $152,897+41.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 17.47% | 2693.08%-2675.6pp | 1709.29%-1691.8pp | 345.43%-328.0pp |
| Employer contribution / active EE | $1,915 | $5,743-66.7% | $4,092-53.2% | $4,764-59.8% |
| Participant deferral / active EE | $1,269 | $4,362-70.9% | $3,603-64.8% | $5,851-78.3% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |