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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,151 | $97,732+135.5% | $83,831+174.5% | $135,380+70.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 3.90% | 1287.56%-1283.7pp | 850.99%-847.1pp | 519.81%-515.9pp |
| Employer contribution / active EE | $5,105 | $4,222+20.9% | $3,631+40.6% | $4,779+6.8% |
| Participant deferral / active EE | $7,216 | $4,683+54.1% | $4,082+76.8% | $5,609+28.6% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |