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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,144 | $121,701-23.5% | $104,639-11.0% | $158,982-41.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 34.98% | 465.72%-430.7pp | 340.67%-305.7pp | 302.99%-268.0pp |
| Employer contribution / active EE | $4,478 | $3,165+41.5% | $2,682+67.0% | $4,763-6.0% |
| Participant deferral / active EE | $3,625 | $4,176-13.2% | $3,738-3.0% | $5,983-39.4% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |