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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,748 | $82,630+95.8% | $64,105+152.3% | $125,389+29.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 1.73% | 1489.72%-1488.0pp | 791.24%-789.5pp | 282.24%-280.5pp |
| Employer contribution / active EE | $7,994 | $2,671+199.3% | $1,820+339.3% | $4,866+64.3% |
| Participant deferral / active EE | $4,537 | $3,608+25.7% | $2,822+60.8% | $5,352-15.2% |
| Admin fee / account holder | $150 | $6,382-97.6% | $4,499-96.7% | $9,541-98.4% |