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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,672 | $114,093+3.1% | $96,171+22.4% | $167,536-29.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.56% | 190.00%-175.4pp | 192.04%-177.5pp | 478.82%-464.3pp |
| Employer contribution / active EE | $8,853 | $3,429+158.1% | $2,799+216.3% | $4,839+82.9% |
| Participant deferral / active EE | $9,500 | $5,197+82.8% | $4,350+118.4% | $6,342+49.8% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |