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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,243 | $88,815+48.9% | $81,882+61.5% | $145,897-9.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.20% | 1033.75%-1021.5pp | 779.47%-767.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $36,475 | $3,086+1081.8% | $2,916+1150.9% | $4,663+682.3% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $269 | $8,434-96.8% | $7,360-96.3% | $13,390-98.0% |