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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,728 | $175,231-42.5% | $149,696-32.7% | $139,466-27.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 42.10% | 166.77%-124.7pp | 134.46%-92.4pp | 373.66%-331.6pp |
| Employer contribution / active EE | $10,315 | $5,478+88.3% | $4,821+114.0% | $4,754+117.0% |
| Participant deferral / active EE | $7,179 | $6,521+10.1% | $5,682+26.3% | $6,712+7.0% |
| Admin fee / account holder | $109 | $16,155-99.3% | $13,212-99.2% | $11,409-99.0% |