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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,918 | $183,988-41.9% | $162,177-34.1% | $152,897-30.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.53% | 150.79%-137.3pp | 115.60%-102.1pp | 345.43%-331.9pp |
| Employer contribution / active EE | $12,311 | $6,370+93.3% | $5,613+119.3% | $4,764+158.4% |
| Participant deferral / active EE | $5,000 | $8,032-37.8% | $7,297-31.5% | $5,851-14.5% |
| Admin fee / account holder | $182 | $13,123-98.6% | $10,843-98.3% | $11,599-98.4% |