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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,842 | $76,519+115.4% | $56,025+194.2% | $145,897+13.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.12% | 3017.03%-3002.9pp | 1712.69%-1698.6pp | 552.29%-538.2pp |
| Employer contribution / active EE | $2,857 | $1,383+106.5% | $1,042+174.3% | $4,663-38.7% |
| Participant deferral / active EE | $6,239 | $2,624+137.7% | $1,955+219.2% | $6,689-6.7% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |