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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,983 | $100,911+21.9% | $90,440+36.0% | $158,966-22.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.34% | 1726.62%-1717.3pp | 1294.38%-1285.0pp | 302.95%-293.6pp |
| Employer contribution / active EE | $6,362 | $3,690+72.4% | $3,263+95.0% | $4,762+33.6% |
| Participant deferral / active EE | $6,500 | $4,348+49.5% | $3,964+64.0% | $5,983+8.6% |
| Admin fee / account holder | $60 | $6,507-99.1% | $5,615-98.9% | $11,250-99.5% |