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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,367 | $73,421+19.0% | $66,439+31.5% | $155,188-43.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 13.12% | 1382.37%-1369.3pp | 757.66%-744.5pp | 148.84%-135.7pp |
| Employer contribution / active EE | $733 | $3,039-75.9% | $2,637-72.2% | $4,248-82.8% |
| Participant deferral / active EE | $8,700 | $4,680+85.9% | $3,876+124.5% | $6,531+33.2% |
| Admin fee / account holder | $267 | $8,856-97.0% | $6,173-95.7% | $14,480-98.2% |