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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,772 | $104,953+22.7% | $84,637+52.1% | $152,909-15.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 25.48% | 373.94%-348.5pp | 258.82%-233.3pp | 345.46%-320.0pp |
| Employer contribution / active EE | $9,386 | $3,304+184.1% | $2,653+253.7% | $4,764+97.0% |
| Participant deferral / active EE | $3,688 | $4,691-21.4% | $3,900-5.5% | $5,851-37.0% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |