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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,819 | $102,595+89.9% | $94,057+107.1% | $154,746+25.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.67% | 583.42%-567.7pp | 480.62%-464.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $5,722 | $3,147+81.8% | $2,933+95.1% | $4,379+30.7% |
| Participant deferral / active EE | $4,154 | $5,118-18.8% | $4,709-11.8% | $6,730-38.3% |
| Admin fee / account holder | $2 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |