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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,617 | $135,639+69.3% | $110,241+108.3% | $135,382+69.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 9.52% | 513.21%-503.7pp | 314.75%-305.2pp | 519.77%-510.2pp |
| Employer contribution / active EE | $3,174 | $4,907-35.3% | $3,827-17.0% | $4,779-33.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |