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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,570 | $100,911+14.5% | $90,440+27.8% | $158,966-27.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 57.73% | 1726.62%-1668.9pp | 1294.38%-1236.7pp | 302.95%-245.2pp |
| Employer contribution / active EE | $5,753 | $3,690+55.9% | $3,263+76.3% | $4,762+20.8% |
| Participant deferral / active EE | $2,946 | $4,348-32.3% | $3,964-25.7% | $5,983-50.8% |
| Admin fee / account holder | $11 | $6,507-99.8% | $5,615-99.8% | $11,250-99.9% |