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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,422 | $104,953+12.8% | $84,637+39.9% | $152,909-22.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 23.66% | 373.94%-350.3pp | 258.82%-235.2pp | 345.46%-321.8pp |
| Employer contribution / active EE | $8,444 | $3,304+155.6% | $2,653+218.3% | $4,764+77.3% |
| Participant deferral / active EE | $967 | $4,691-79.4% | $3,900-75.2% | $5,851-83.5% |
| Admin fee / account holder | $5 | $6,244-99.9% | $4,914-99.9% | $11,601-100.0% |