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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,850 | $73,421-10.3% | $66,439-0.9% | $155,188-57.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 16.84% | 1382.37%-1365.5pp | 757.66%-740.8pp | 148.84%-132.0pp |
| Employer contribution / active EE | $4,315 | $3,039+42.0% | $2,637+63.6% | $4,248+1.6% |
| Participant deferral / active EE | $7,200 | $4,680+53.8% | $3,876+85.8% | $6,531+10.2% |
| Admin fee / account holder | $0 | $8,856-100.0% | $6,173-100.0% | $14,480-100.0% |