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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,449 | $92,684-6.7% | $82,706+4.5% | $134,509-35.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1117.92% | 945.84%+172.1pp | 701.76%+416.2pp | 418.13%+699.8pp |
| Employer contribution / active EE | $1,000 | $3,272-69.4% | $3,007-66.7% | $4,741-78.9% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |