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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,703 | $144,130-28.0% | $117,861-12.0% | $147,586-29.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.45% | 531.20%-516.7pp | 335.11%-320.7pp | 578.59%-564.1pp |
| Employer contribution / active EE | $3,873 | $4,897-20.9% | $3,786+2.3% | $4,876-20.6% |
| Participant deferral / active EE | $11,355 | $5,316+113.6% | $4,482+153.3% | $5,439+108.8% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |