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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,516 | $144,130+40.5% | $117,861+71.8% | $147,586+37.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.34% | 531.20%-516.9pp | 335.11%-320.8pp | 578.59%-564.3pp |
| Employer contribution / active EE | $2,711 | $4,897-44.6% | $3,786-28.4% | $4,876-44.4% |
| Participant deferral / active EE | $7,333 | $5,316+37.9% | $4,482+63.6% | $5,439+34.8% |
| Admin fee / account holder | $41 | $10,887-99.6% | $8,021-99.5% | $10,886-99.6% |