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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,838 | $99,011+119.0% | $86,582+150.4% | $147,586+46.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.23% | 1312.75%-1303.5pp | 965.08%-955.9pp | 578.59%-569.4pp |
| Employer contribution / active EE | $13,981 | $3,132+346.4% | $2,839+392.4% | $4,876+186.7% |
| Participant deferral / active EE | $7,565 | $3,972+90.4% | $3,609+109.6% | $5,439+39.1% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |