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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,405 | $100,895+3.5% | $90,430+15.5% | $158,950-34.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.80% | 1725.54%-1709.7pp | 1293.73%-1277.9pp | 302.91%-287.1pp |
| Employer contribution / active EE | $10,783 | $3,689+192.3% | $3,262+230.6% | $4,762+126.4% |
| Participant deferral / active EE | $5,828 | $4,347+34.1% | $3,963+47.1% | $5,983-2.6% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |