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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,975 | $102,663+37.3% | $86,216+63.5% | $139,466+1.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.19% | 1924.52%-1904.3pp | 1169.42%-1149.2pp | 373.66%-353.5pp |
| Employer contribution / active EE | $9,892 | $3,035+226.0% | $2,382+315.4% | $4,754+108.1% |
| Participant deferral / active EE | $1,716 | $4,677-63.3% | $3,986-56.9% | $6,712-74.4% |
| Admin fee / account holder | $3 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |