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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,004 | $100,911+26.8% | $90,440+41.5% | $158,966-19.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.68% | 1726.62%-1705.9pp | 1294.38%-1273.7pp | 302.95%-282.3pp |
| Employer contribution / active EE | $8,987 | $3,690+143.5% | $3,263+175.4% | $4,762+88.7% |
| Participant deferral / active EE | $7,472 | $4,348+71.8% | $3,964+88.5% | $5,983+24.9% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |