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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,679 | $100,938+59.2% | $90,461+77.6% | $158,982+1.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.96% | 1727.20%-1713.2pp | 1294.76%-1280.8pp | 302.99%-289.0pp |
| Employer contribution / active EE | $10,725 | $3,691+190.5% | $3,264+228.6% | $4,763+125.2% |
| Participant deferral / active EE | $4,333 | $4,350-0.4% | $3,964+9.3% | $5,983-27.6% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |