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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,312 | $100,911+38.1% | $90,440+54.0% | $158,966-12.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.27% | 1726.62%-1707.4pp | 1294.38%-1275.1pp | 302.95%-283.7pp |
| Employer contribution / active EE | $2,613 | $3,690-29.2% | $3,263-19.9% | $4,762-45.1% |
| Participant deferral / active EE | $3,646 | $4,348-16.2% | $3,964-8.0% | $5,983-39.1% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |