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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,032 | $100,911+46.7% | $90,440+63.7% | $158,966-6.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.76% | 1726.62%-1706.9pp | 1294.38%-1274.6pp | 302.95%-283.2pp |
| Employer contribution / active EE | $5,032 | $3,690+36.4% | $3,263+54.2% | $4,762+5.7% |
| Participant deferral / active EE | $10,196 | $4,348+134.5% | $3,964+157.2% | $5,983+70.4% |
| Admin fee / account holder | $1 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |