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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,100 | $169,356+41.2% | $129,406+84.8% | $145,897+63.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.25% | 14418.62%-14409.4pp | 9468.18%-9458.9pp | 552.29%-543.0pp |
| Employer contribution / active EE | $900 | $5,542-83.8% | $4,155-78.3% | $4,663-80.7% |
| Participant deferral / active EE | $1,425 | $4,987-71.4% | $4,167-65.8% | $6,689-78.7% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |