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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,218 | $100,911+22.1% | $90,440+36.2% | $158,966-22.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 28.34% | 1726.62%-1698.3pp | 1294.38%-1266.0pp | 302.95%-274.6pp |
| Employer contribution / active EE | $10,015 | $3,690+171.4% | $3,263+206.9% | $4,762+110.3% |
| Participant deferral / active EE | $12,250 | $4,348+181.7% | $3,964+209.1% | $5,983+104.7% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |