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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,028 | $90,607+43.5% | $79,467+63.6% | $135,380-4.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.67% | 977.74%-968.1pp | 718.30%-708.6pp | 519.81%-510.1pp |
| Employer contribution / active EE | $2,035 | $3,068-33.7% | $2,800-27.3% | $4,779-57.4% |
| Participant deferral / active EE | $5,365 | $4,050+32.5% | $3,704+44.8% | $5,609-4.4% |
| Admin fee / account holder | $19 | $5,895-99.7% | $5,104-99.6% | $10,828-99.8% |