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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,949 | $99,011+4.0% | $86,582+18.9% | $147,586-30.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.92% | 1312.75%-1294.8pp | 965.08%-947.2pp | 578.59%-560.7pp |
| Employer contribution / active EE | $1,614 | $3,132-48.5% | $2,839-43.2% | $4,876-66.9% |
| Participant deferral / active EE | $8,975 | $3,972+125.9% | $3,609+148.7% | $5,439+65.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |