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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,777 | $96,123+4.8% | $77,361+30.3% | $198,609-49.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 19.98% | 2054.81%-2034.8pp | 1011.54%-991.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $4,258 | $3,791+12.3% | $2,990+42.4% | $5,055-15.8% |
| Participant deferral / active EE | $8,927 | $4,975+79.5% | $3,911+128.3% | $6,977+28.0% |
| Admin fee / account holder | $0 | $9,471-100.0% | $5,894-100.0% | $19,030-100.0% |