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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,855 | $102,429+1.4% | $147,096-29.4% | $80,925+28.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.92% | 135.02%-121.1pp | 419.75%-405.8pp | 35.65%-21.7pp |
| Employer contribution / active EE | $11,450 | $3,716+208.2% | $4,936+132.0% | $2,756+315.4% |
| Participant deferral / active EE | $8,171 | $6,649+22.9% | $8,071+1.2% | $4,299+90.1% |
| Admin fee / account holder | $12 | $7,957-99.8% | $13,005-99.9% | $6,940-99.8% |