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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,417 | $88,710+136.1% | $81,783+156.1% | $145,959+43.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.15% | 1027.26%-1011.1pp | 775.05%-758.9pp | 561.95%-545.8pp |
| Employer contribution / active EE | $5,455 | $3,083+76.9% | $2,913+87.3% | $4,661+17.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $182 | $8,407-97.8% | $7,380-97.5% | $13,398-98.6% |