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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,563 | $135,645+29.4% | $110,243+59.3% | $135,379+29.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 466.74% | 513.24%-46.5pp | 314.76%+152.0pp | 519.79%-53.0pp |
| Employer contribution / active EE | $1,800 | $4,907-63.3% | $3,827-53.0% | $4,779-62.3% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |