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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,720 | $102,663+58.5% | $86,216+88.7% | $139,466+16.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 10.97% | 1924.52%-1913.5pp | 1169.42%-1158.4pp | 373.66%-362.7pp |
| Employer contribution / active EE | $1,754 | $3,035-42.2% | $2,382-26.3% | $4,754-63.1% |
| Participant deferral / active EE | $2,193 | $4,677-53.1% | $3,986-45.0% | $6,712-67.3% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |