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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,495 | $88,778+17.7% | $81,844+27.7% | $145,884-28.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.72% | 1033.03%-1023.3pp | 778.87%-769.2pp | 551.85%-542.1pp |
| Employer contribution / active EE | $8,605 | $3,087+178.8% | $2,916+195.1% | $4,662+84.6% |
| Participant deferral / active EE | $2,650 | $4,648-43.0% | $4,323-38.7% | $6,690-60.4% |
| Admin fee / account holder | $60 | $8,430-99.3% | $7,355-99.2% | $13,392-99.6% |