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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,924 | $155,833-20.5% | $124,693-0.6% | $167,518-26.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.04% | 17.98%-4.9pp | 5144.19%-5131.2pp | 478.71%-465.7pp |
| Employer contribution / active EE | $8,878 | $4,164+113.2% | $3,324+167.1% | $4,838+83.5% |
| Participant deferral / active EE | $11,125 | $5,675+96.0% | $4,615+141.1% | $6,342+75.4% |
| Admin fee / account holder | $20 | $9,534-99.8% | $7,494-99.7% | $12,312-99.8% |