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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,833 | $90,607+47.7% | $79,467+68.4% | $135,380-1.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 10.29% | 977.74%-967.4pp | 718.30%-708.0pp | 519.81%-509.5pp |
| Employer contribution / active EE | $3,410 | $3,068+11.1% | $2,800+21.8% | $4,779-28.7% |
| Participant deferral / active EE | $6,455 | $4,050+59.4% | $3,704+74.3% | $5,609+15.1% |
| Admin fee / account holder | $25 | $5,895-99.6% | $5,104-99.5% | $10,828-99.8% |