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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,100 | $169,361+41.2% | $129,397+84.8% | $145,877+63.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.25% | 14395.54%-14386.3pp | 9453.98%-9444.7pp | 551.28%-542.0pp |
| Employer contribution / active EE | $900 | $5,542-83.8% | $4,154-78.3% | $4,663-80.7% |
| Participant deferral / active EE | $1,425 | $4,987-71.4% | $4,167-65.8% | $6,691-78.7% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |