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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,654 | $99,009+69.3% | $86,581+93.6% | $147,585+13.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.54% | 1312.70%-1298.2pp | 965.06%-950.5pp | 578.58%-564.0pp |
| Employer contribution / active EE | $849 | $3,132-72.9% | $2,840-70.1% | $4,876-82.6% |
| Participant deferral / active EE | $8,492 | $3,972+113.8% | $3,609+135.3% | $5,439+56.1% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |