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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,500 | $99,011+44.9% | $86,582+65.7% | $147,586-2.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.28% | 1312.75%-1301.5pp | 965.08%-953.8pp | 578.59%-567.3pp |
| Employer contribution / active EE | $3,159 | $3,132+0.9% | $2,839+11.3% | $4,876-35.2% |
| Participant deferral / active EE | $5,060 | $3,972+27.4% | $3,609+40.2% | $5,439-7.0% |
| Admin fee / account holder | $51 | $5,709-99.1% | $4,904-99.0% | $10,886-99.5% |