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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,456 | $112,933-12.8% | $90,970+8.2% | $158,982-38.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.80% | 215.82%-198.0pp | 134.60%-116.8pp | 302.99%-285.2pp |
| Employer contribution / active EE | $5,000 | $2,893+72.8% | $2,122+135.6% | $4,763+5.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14 | $8,047-99.8% | $5,961-99.8% | $11,252-99.9% |