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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,069 | $109,905+24.7% | $98,506+39.1% | $167,553-18.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.61% | 1960.20%-1942.6pp | 1494.92%-1477.3pp | 478.89%-461.3pp |
| Employer contribution / active EE | $8,985 | $3,226+178.5% | $2,961+203.4% | $4,840+85.7% |
| Participant deferral / active EE | $7,590 | $4,674+62.4% | $4,277+77.5% | $6,343+19.7% |
| Admin fee / account holder | $60 | $6,760-99.1% | $5,955-99.0% | $12,316-99.5% |