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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,507 | $150,447-55.1% | $136,298-50.5% | $147,586-54.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.58% | 1049.15%-1027.6pp | 5156.27%-5134.7pp | 578.59%-557.0pp |
| Employer contribution / active EE | $9,000 | $5,256+71.2% | $4,696+91.7% | $4,876+84.6% |
| Participant deferral / active EE | $15,375 | $6,631+131.9% | $6,247+146.1% | $5,439+182.7% |
| Admin fee / account holder | $229 | $10,906-97.9% | $9,244-97.5% | $10,886-97.9% |