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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,772 | $104,924+22.7% | $84,623+52.2% | $152,885-15.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 25.48% | 373.82%-348.3pp | 258.77%-233.3pp | 345.39%-319.9pp |
| Employer contribution / active EE | $9,386 | $3,302+184.2% | $2,652+253.8% | $4,763+97.0% |
| Participant deferral / active EE | $3,688 | $4,689-21.4% | $3,899-5.4% | $5,851-37.0% |
| Admin fee / account holder | $0 | $6,242-100.0% | $4,913-100.0% | $11,598-100.0% |