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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,428 | $90,530+108.1% | $76,030+147.8% | $145,897+29.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.48% | 625.08%-614.6pp | 361.54%-351.1pp | 552.29%-541.8pp |
| Employer contribution / active EE | $5,677 | $3,319+71.0% | $2,688+111.2% | $4,663+21.8% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $260 | $8,383-96.9% | $6,421-95.9% | $13,390-98.1% |