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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,666 | $109,872+28.9% | $98,483+43.8% | $167,536-15.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.27% | 1959.31%-1946.0pp | 1494.38%-1481.1pp | 478.82%-465.5pp |
| Employer contribution / active EE | $10,384 | $3,225+222.0% | $2,961+250.7% | $4,839+114.6% |
| Participant deferral / active EE | $11,151 | $4,673+138.6% | $4,276+160.7% | $6,342+75.8% |
| Admin fee / account holder | $48 | $6,757-99.3% | $5,953-99.2% | $12,315-99.6% |