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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,072 | $102,663+16.0% | $86,216+38.1% | $139,466-14.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 30.06% | 1924.52%-1894.5pp | 1169.42%-1139.4pp | 373.66%-343.6pp |
| Employer contribution / active EE | $1,918 | $3,035-36.8% | $2,382-19.4% | $4,754-59.6% |
| Participant deferral / active EE | $18,000 | $4,677+284.8% | $3,986+351.6% | $6,712+168.2% |
| Admin fee / account holder | $10 | $8,663-99.9% | $6,853-99.9% | $11,409-99.9% |