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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,237 | $150,435-32.7% | $120,580-16.0% | $145,897-30.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 17.43% | 154.60%-137.2pp | 107.48%-90.0pp | 552.29%-534.9pp |
| Employer contribution / active EE | $9,040 | $4,352+107.7% | $3,469+160.6% | $4,663+93.9% |
| Participant deferral / active EE | $11,300 | $6,174+83.0% | $4,995+126.2% | $6,689+68.9% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |