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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,254 | $144,130-42.9% | $117,861-30.2% | $147,586-44.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.54% | 531.20%-516.7pp | 335.11%-320.6pp | 578.59%-564.1pp |
| Employer contribution / active EE | $10,543 | $4,897+115.3% | $3,786+178.4% | $4,876+116.2% |
| Participant deferral / active EE | $6,722 | $5,316+26.4% | $4,482+50.0% | $5,439+23.6% |
| Admin fee / account holder | $162 | $10,887-98.5% | $8,021-98.0% | $10,886-98.5% |