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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,051 | $97,732+146.6% | $83,831+187.5% | $135,380+78.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.00% | 1287.56%-1292.6pp | 850.99%-856.0pp | 519.81%-524.8pp |
| Employer contribution / active EE | $5,755 | $4,222+36.3% | $3,631+58.5% | $4,779+20.4% |
| Participant deferral / active EE | $5,213 | $4,683+11.3% | $4,082+27.7% | $5,609-7.1% |
| Admin fee / account holder | $234 | $6,675-96.5% | $5,479-95.7% | $10,828-97.8% |