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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,022 | $121,701+12.6% | $104,639+30.9% | $158,982-13.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.05% | 465.72%-452.7pp | 340.67%-327.6pp | 302.99%-289.9pp |
| Employer contribution / active EE | $5,000 | $3,165+58.0% | $2,682+86.4% | $4,763+5.0% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $80 | $7,778-99.0% | $6,465-98.8% | $11,252-99.3% |