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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,337 | $121,677-19.2% | $104,625-6.0% | $158,966-38.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 22.53% | 465.58%-443.0pp | 340.60%-318.1pp | 302.95%-280.4pp |
| Employer contribution / active EE | $4,815 | $3,165+52.1% | $2,681+79.5% | $4,762+1.1% |
| Participant deferral / active EE | $15,835 | $4,175+279.2% | $3,738+323.7% | $5,983+164.7% |
| Admin fee / account holder | $30 | $7,777-99.6% | $6,465-99.5% | $11,250-99.7% |