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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,457 | $112,933-29.6% | $90,970-12.7% | $158,982-50.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.84% | 215.82%-195.0pp | 134.60%-113.8pp | 302.99%-282.1pp |
| Employer contribution / active EE | $11,791 | $2,893+307.5% | $2,122+455.7% | $4,763+147.6% |
| Participant deferral / active EE | $13,645 | $4,128+230.6% | $3,373+304.6% | $5,983+128.1% |
| Admin fee / account holder | $200 | $8,047-97.5% | $5,961-96.6% | $11,252-98.2% |