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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,092 | $144,130-25.7% | $117,861-9.1% | $147,586-27.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.60% | 531.20%-521.6pp | 335.11%-325.5pp | 578.59%-569.0pp |
| Employer contribution / active EE | $7,789 | $4,897+59.1% | $3,786+105.7% | $4,876+59.7% |
| Participant deferral / active EE | $5,117 | $5,316-3.8% | $4,482+14.2% | $5,439-5.9% |
| Admin fee / account holder | $8 | $10,887-99.9% | $8,021-99.9% | $10,886-99.9% |