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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,074 | $97,732+132.3% | $83,831+170.9% | $135,380+67.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 13.28% | 1287.56%-1274.3pp | 850.99%-837.7pp | 519.81%-506.5pp |
| Employer contribution / active EE | $7,143 | $4,222+69.2% | $3,631+96.7% | $4,779+49.5% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $33 | $6,675-99.5% | $5,479-99.4% | $10,828-99.7% |