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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,031 | $112,933-27.4% | $90,970-9.8% | $158,982-48.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 96.47% | 215.82%-119.3pp | 134.60%-38.1pp | 302.99%-206.5pp |
| Employer contribution / active EE | $12,258 | $2,893+323.7% | $2,122+477.7% | $4,763+157.4% |
| Participant deferral / active EE | $3,761 | $4,128-8.9% | $3,373+11.5% | $5,983-37.2% |
| Admin fee / account holder | $275 | $8,047-96.6% | $5,961-95.4% | $11,252-97.6% |