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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,992 | $100,938+84.3% | $90,461+105.6% | $158,982+17.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.57% | 1727.20%-1719.6pp | 1294.76%-1287.2pp | 302.99%-295.4pp |
| Employer contribution / active EE | $5,796 | $3,691+57.0% | $3,264+77.6% | $4,763+21.7% |
| Participant deferral / active EE | $8,433 | $4,350+93.9% | $3,964+112.7% | $5,983+40.9% |
| Admin fee / account holder | $60 | $6,510-99.1% | $5,617-98.9% | $11,252-99.5% |