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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,348 | $73,546+5.2% | $63,018+22.7% | $147,586-47.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.94% | 175.56%-160.6pp | 87.62%-72.7pp | 578.59%-563.7pp |
| Employer contribution / active EE | $5,815 | $3,324+74.9% | $2,761+110.6% | $4,876+19.2% |
| Participant deferral / active EE | $12,721 | $4,185+204.0% | $3,330+282.0% | $5,439+133.9% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |