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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,078 | $88,710-5.2% | $81,783+2.8% | $145,959-42.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.22% | 1027.26%-1013.0pp | 775.05%-760.8pp | 561.95%-547.7pp |
| Employer contribution / active EE | $3,941 | $3,083+27.8% | $2,913+35.3% | $4,661-15.4% |
| Participant deferral / active EE | $15,510 | $4,645+233.9% | $4,320+259.0% | $6,689+131.9% |
| Admin fee / account holder | $20 | $8,407-99.8% | $7,380-99.7% | $13,398-99.9% |