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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,510 | $118,695+20.9% | $98,916+45.1% | $158,950-9.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 5.72% | 372.39%-366.7pp | 196.45%-190.7pp | 302.91%-297.2pp |
| Employer contribution / active EE | $8,626 | $3,333+158.8% | $2,689+220.7% | $4,762+81.1% |
| Participant deferral / active EE | $10,953 | $5,088+115.2% | $4,245+158.0% | $5,983+83.1% |
| Admin fee / account holder | $0 | $10,132-100.0% | $6,642-100.0% | $11,248-100.0% |