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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,094 | $100,895+26.0% | $90,430+40.5% | $158,950-20.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.46% | 1725.54%-1710.1pp | 1293.73%-1278.3pp | 302.91%-287.5pp |
| Employer contribution / active EE | $2,750 | $3,689-25.4% | $3,262-15.7% | $4,762-42.3% |
| Participant deferral / active EE | $6,500 | $4,347+49.5% | $3,963+64.0% | $5,983+8.6% |
| Admin fee / account holder | $60 | $6,505-99.1% | $5,613-98.9% | $11,248-99.5% |