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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,694 | $100,911+16.6% | $90,440+30.1% | $158,966-26.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.45% | 1726.62%-1709.2pp | 1294.38%-1276.9pp | 302.95%-285.5pp |
| Employer contribution / active EE | $19,500 | $3,690+428.4% | $3,263+497.6% | $4,762+309.5% |
| Participant deferral / active EE | $21,031 | $4,348+383.6% | $3,964+430.6% | $5,983+251.5% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |