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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,857 | $176,688-29.9% | $130,660-5.2% | $152,897-19.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 23.64% | 2693.08%-2669.4pp | 1709.29%-1685.7pp | 345.43%-321.8pp |
| Employer contribution / active EE | $21,360 | $5,743+271.9% | $4,092+422.0% | $4,764+348.4% |
| Participant deferral / active EE | $13,505 | $4,362+209.6% | $3,603+274.8% | $5,851+130.8% |
| Admin fee / account holder | $243 | $7,131-96.6% | $5,463-95.5% | $11,599-97.9% |