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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,783 | $92,743+152.1% | $82,744+182.5% | $134,532+73.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 27.65% | 946.63%-919.0pp | 702.22%-674.6pp | 418.27%-390.6pp |
| Employer contribution / active EE | $2,500 | $3,273-23.6% | $3,008-16.9% | $4,741-47.3% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |