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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,237 | $150,412-32.7% | $120,574-16.0% | $145,884-30.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.43% | 154.50%-137.1pp | 107.42%-90.0pp | 551.85%-534.4pp |
| Employer contribution / active EE | $9,040 | $4,355+107.6% | $3,471+160.5% | $4,662+93.9% |
| Participant deferral / active EE | $11,300 | $6,175+83.0% | $4,996+126.2% | $6,690+68.9% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |