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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,181 | $144,130-12.5% | $117,860+7.1% | $147,585-14.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.40% | 531.20%-521.8pp | 335.10%-325.7pp | 578.58%-569.2pp |
| Employer contribution / active EE | $10,819 | $4,897+120.9% | $3,786+185.7% | $4,876+121.9% |
| Participant deferral / active EE | $2,866 | $5,316-46.1% | $4,482-36.1% | $5,439-47.3% |
| Admin fee / account holder | $19 | $10,887-99.8% | $8,021-99.8% | $10,886-99.8% |