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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,137 | $97,729+104.8% | $83,830+138.7% | $135,379+47.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 3.84% | 1287.52%-1283.7pp | 850.97%-847.1pp | 519.79%-515.9pp |
| Employer contribution / active EE | $6,000 | $4,222+42.1% | $3,631+65.2% | $4,779+25.6% |
| Participant deferral / active EE | $9,960 | $4,683+112.7% | $4,082+144.0% | $5,609+77.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |