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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,123 | $100,938+79.4% | $90,461+100.2% | $158,982+13.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.58% | 1727.20%-1710.6pp | 1294.76%-1278.2pp | 302.99%-286.4pp |
| Employer contribution / active EE | $9,444 | $3,691+155.8% | $3,264+189.4% | $4,763+98.3% |
| Participant deferral / active EE | $8,733 | $4,350+100.8% | $3,964+120.3% | $5,983+45.9% |
| Admin fee / account holder | -$81 | $6,510-101.3% | $5,617-101.4% | $11,252-100.7% |