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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,453 | $100,938+1.5% | $90,461+13.3% | $158,982-35.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.86% | 1727.20%-1706.3pp | 1294.76%-1273.9pp | 302.99%-282.1pp |
| Employer contribution / active EE | $9,790 | $3,691+165.2% | $3,264+199.9% | $4,763+105.5% |
| Participant deferral / active EE | $7,575 | $4,350+74.2% | $3,964+91.1% | $5,983+26.6% |
| Admin fee / account holder | $60 | $6,510-99.1% | $5,617-98.9% | $11,252-99.5% |