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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,971 | $99,0110% | $86,582+14.3% | $147,586-32.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.83% | 1312.75%-1296.9pp | 965.08%-949.3pp | 578.59%-562.8pp |
| Employer contribution / active EE | $2,679 | $3,132-14.5% | $2,839-5.6% | $4,876-45.1% |
| Participant deferral / active EE | $2,679 | $3,972-32.6% | $3,609-25.8% | $5,439-50.7% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |