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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,769 | $226,090-63.4% | $182,531-54.7% | $152,885-45.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 13.11% | 192.57%-179.5pp | 148.57%-135.5pp | 345.39%-332.3pp |
| Employer contribution / active EE | $13,920 | $4,978+179.6% | $4,075+241.6% | $4,763+192.3% |
| Participant deferral / active EE | $12,500 | $6,369+96.3% | $5,525+126.2% | $5,851+113.6% |
| Admin fee / account holder | $124 | $10,705-98.8% | $8,593-98.6% | $11,598-98.9% |