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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,855 | $102,422+1.4% | $147,117-29.4% | $80,959+28.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.92% | 135.16%-121.2pp | 420.54%-406.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $11,450 | $3,717+208.0% | $4,932+132.1% | $2,757+315.3% |
| Participant deferral / active EE | $8,171 | $6,652+22.8% | $8,065+1.3% | $4,300+90.0% |
| Admin fee / account holder | $12 | $7,953-99.8% | $12,993-99.9% | $6,925-99.8% |