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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,698 | $175,259-54.5% | $149,723-46.8% | $139,487-42.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 31.18% | 166.82%-135.6pp | 134.50%-103.3pp | 373.84%-342.7pp |
| Employer contribution / active EE | $15,900 | $5,478+190.2% | $4,821+229.8% | $4,755+234.4% |
| Participant deferral / active EE | $11,050 | $6,522+69.4% | $5,682+94.5% | $6,713+64.6% |
| Admin fee / account holder | $122 | $16,158-99.2% | $13,215-99.1% | $11,407-98.9% |