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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,122 | $90,617+76.7% | $79,476+101.5% | $135,382+18.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 4.69% | 977.57%-972.9pp | 718.21%-713.5pp | 519.77%-515.1pp |
| Employer contribution / active EE | $934 | $3,068-69.5% | $2,800-66.6% | $4,779-80.4% |
| Participant deferral / active EE | $7,842 | $4,050+93.6% | $3,704+111.7% | $5,609+39.8% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |