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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,379 | $150,435-36.6% | $120,580-20.9% | $145,897-34.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 13.19% | 154.60%-141.4pp | 107.48%-94.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $3,462 | $4,352-20.4% | $3,469-0.2% | $4,663-25.7% |
| Participant deferral / active EE | $11,234 | $6,174+81.9% | $4,995+124.9% | $6,689+67.9% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |