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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,723 | $76,608+18.4% | $56,077+61.8% | $145,877-37.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.38% | 3009.59%-2996.2pp | 1709.28%-1695.9pp | 551.28%-537.9pp |
| Employer contribution / active EE | $12,538 | $1,382+807.5% | $1,040+1105.2% | $4,663+168.9% |
| Participant deferral / active EE | $7,855 | $2,624+199.3% | $1,954+302.0% | $6,691+17.4% |
| Admin fee / account holder | $189 | $3,325-94.3% | $2,825-93.3% | $13,402-98.6% |