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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,867 | $101,653-5.7% | $147,080-34.8% | $74,459+28.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 58.93% | 8754.98%-8696.0pp | 420.17%-361.2pp | 1369.70%-1310.8pp |
| Employer contribution / active EE | $4,909 | $3,813+28.7% | $4,933-0.5% | $2,626+86.9% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $4 | $1,752-99.8% | $12,989-100.0% | $1,945-99.8% |